Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NDVR INC | COM | 601 | $263,602 | 3,367 | 0.00 | 0.00 | 328 | 10.79 | 03-31-2024 |
CWM LLC | COM | 602 | $260,000 | 3,321 | 0.00 | 0.00 | 507 | 18.02 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 603 | $258,122 | 3,297 | 0.00 | 0.00 | 549 | 19.98 | 03-31-2024 |
COMMERCE BANK | COM | 604 | $257,886 | 3,294 | 0.00 | 0.00 | 22 | 0.67 | 03-31-2024 |