Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC | COM CL A | 501 | $43,681 | 1,211 | 0.00 | 0.00 | 724 | 148.67 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM CL A | 502 | $39,208 | 1,087 | 0.00 | 0.00 | 43 | 4.12 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 503 | $47,000 | 1,085 | 0.01 | 0.00 | 911 | 523.56 | 09-30-2021 |
AMERICAN INTERNATIONAL GROUP INC | CL A | 504 | $37,837 | 1,049 | 0.00 | 0.00 | 71 | 7.26 | 03-31-2024 |