Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KULA INVESTMENTS LLC | COM | 601 | $246,284 | 909 | 0.00 | 909 | +Inf | 03-31-2023 | |
GOOD LIFE ADVISORS LLC | COM | 602 | $307,296 | 908 | 0.00 | 0.00 | 85 | 10.33 | 12-31-2023 |
COMERICA SECURITIESINC | COM | 603 | $267,360 | 903 | 0.00 | 0.00 | -34 | -3.63 | 09-30-2023 |
MERIT FINANCIAL GROUP LLC | COM | 604 | $385,110 | 895 | 0.00 | 895 | +Inf | 03-31-2024 |