Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 501 | $21,684 | 229 | 0.00 | 0.00 | 4 | 1.78 | 06-30-2023 |
GAMMA INVESTING LLC | Common Stock | 502 | $15,383 | 215 | 0.00 | 0.00 | -135 | -38.57 | 03-31-2024 |
CLOSE ASSET MANAGEMENT LTD | COM | 503 | $16,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BLUE TRUST INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 77 | 65.25 | 03-31-2024 |