Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 4951 | $155,462 | 1,072 | 0.00 | 0.00 | 3 | 0.28 | 09-30-2023 |
EPIQ PARTNERS LLC | COM | 4952 | $213,920 | 1,068 | 0.00 | 1,068 | +Inf | 03-31-2024 | |
LIFE PLANNING PARTNERS INC | JPM | 4953 | $181,497 | 1,067 | 0.00 | 1,067 | +Inf | 12-31-2023 | |
CAPSTONE WEALTH MANAGEMENT GROUP LLC | COM | 4954 | $213,301 | 1,065 | 0.00 | 1,065 | +Inf | 03-31-2024 |