Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 451 | $5,045 | 41 | 0.00 | 0.00 | 11 | 36.67 | 03-31-2024 |
KEY FINANCIAL INC | COM | 452 | $5,154 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VERSANT CAPITAL MANAGEMENT INC | Stock | 453 | $4,922 | 40 | 0.00 | 0.00 | -18 | -31.03 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 454 | $5,000 | 35 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |