Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 601 | $43,000 | 136 | 0.00 | 0.00 | 19 | 16.24 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 602 | $42,577 | 134 | 0.00 | 0.00 | 10 | 8.06 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 603 | $34,630 | 109 | 0.00 | 0.00 | -3 | -2.68 | 03-31-2024 |
NVWM LLC | COM | 604 | $15,337 | 90 | 0.00 | 90 | +Inf | 09-30-2023 |