Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 143 | +Inf | 12-31-2023 | |
SACHETTA LLC | COM | 602 | $5,973 | 140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RFP FINANCIAL GROUP LLC | MUR | 603 | $6,032 | 133 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
WESTEND CAPITAL MANAGEMENT LLC | COM | 604 | $6,032 | 132 | 0.00 | 132 | +Inf | 03-31-2024 |