Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 601 | $76,000 | 1,976 | 0.00 | 0.00 | -37 | -1.84 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 602 | $75,558 | 1,960 | 0.00 | 0.00 | -267 | -11.99 | 03-31-2024 |
HEADLANDS TECHNOLOGIES LLC | COM | 603 | $75,558 | 1,960 | 0.00 | 1,960 | +Inf | 03-31-2024 | |
OSTRUM ASSET MANAGEMENT | Common Stock | 604 | $92,872 | 1,926 | 0.00 | 1,926 | +Inf | 09-30-2023 |