Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GAMMA INVESTING LLC | Common Stock | 501 | $5,306 | 195 | 0.00 | 0.00 | 45 | 30.00 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 502 | $7,000 | 175 | 0.00 | 0.00 | -268 | -60.50 | 06-30-2022 |
CAITLIN JOHN LLC | COM | 503 | $4,611 | 150 | 0.00 | 150 | +Inf | 12-31-2023 | |
UMB BANK NA | COM | 504 | $3,837 | 141 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |