Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 701 | $2,361 | 190 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GENEOS WEALTH MANAGEMENT INC | COM | 702 | $2,595 | 189 | 0.00 | 0.00 | -125 | -39.81 | 03-31-2024 |
STRATEGIC ASSET MANAGEMENT LLC | COM | 703 | $2,000 | 181 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
FORTITUDE FAMILY OFFICE LLC | Stock | 704 | $2,471 | 180 | 0.00 | 180 | +Inf | 03-31-2024 |