Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 651 | $71,180 | 2,000 | 0.00 | 2,000 | +Inf | 12-31-2023 | |
GAMMA INVESTING LLC | Common Stock | 652 | $62,198 | 1,874 | 0.00 | 0.00 | 303 | 19.29 | 03-31-2024 |
SIGNATUREFD LLC | COM | 653 | $63,128 | 1,848 | 0.00 | 0.00 | 215 | 13.17 | 09-30-2023 |
SAWYER & COMPANY INC | COM | 654 | $54,100 | 1,630 | 0.00 | 0.03 | -145 | -8.17 | 03-31-2024 |