Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTERBOOK PARTNERS LP | COM | 551 | $2,206,764 | 42,397 | 0.00 | 0.00 | -2,175 | -4.88 | 12-31-2023 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 552 | $2,417,095 | 41,977 | 0.00 | 0.00 | -41 | -0.10 | 03-31-2024 |
CONNECTUS WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,165 | -2.71 | 03-31-2024 |
D L CARLSON INVESTMENT GROUP INC | COM | 554 | $2,395,782 | 41,579 | 0.00 | 0.00 | -1,173 | -2.74 | 03-31-2024 |