Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM UNIT REP LTD | 651 | $26,000 | 615 | 0.00 | 0.00 | 9 | 1.49 | 03-31-2024 |
AXIOM INVESTMENT MANAGEMENT LLC | COM UNIT REP LTD | 652 | $16,000 | 537 | 0.03 | 537 | +Inf | 09-30-2022 | |
FSA WEALTH MANAGEMENT LLC | Equity | 653 | $20,000 | 532 | 0.01 | 532 | +Inf | 12-31-2023 | |
KINGS POINT CAPITAL MANAGEMENT | UNIT REP LTD | 654 | $15,000 | 522 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |