Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 451 | $4,000 | 150 | 0.00 | 0.00 | -50 | -25.00 | 03-31-2022 |
DAGCO INC | COM | 452 | $4,102 | 131 | 0.00 | 131 | +Inf | 12-31-2023 | |
LINDBROOK CAPITAL LLC | Stock | 453 | $2,052 | 111 | 0.00 | 0.00 | -21 | -15.91 | 03-31-2024 |
AMERICAN RESEARCH & MANAGEMENT CO | com | 454 | $2,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |