Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRB CORP | CAP STK CL A | 4401 | $423,618 | 3,539 | 0.00 | 0.00 | -387 | -9.86 | 06-30-2023 |
MEASURED WEALTH PRIVATE CLIENT GROUP LLC | CAP STK CL A | 4402 | $533,816 | 3,537 | 0.00 | 0.00 | 47 | 1.35 | 03-31-2024 |
RETIREMENT GROUP LLC | CAP STK CL A | 4403 | $533,085 | 3,532 | 0.00 | 0.00 | -31 | -0.87 | 03-31-2024 |
OPEROSE ADVISORS LLC | COMMON | 4404 | $493,106 | 3,530 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |