Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 551 | $92,000 | 1,242 | 0.00 | 0.00 | 229 | 22.61 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 552 | $66,000 | 1,110 | 0.02 | 0.01 | 40 | 3.74 | 06-30-2022 |
KEY FINANCIAL INC | COM | 553 | $72,887 | 999 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 554 | $71,408 | 966 | 0.00 | 0.00 | 344 | 55.31 | 03-31-2024 |