Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RISE ADVISORS LLC | 0 | 751 | $22,115 | 123 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 752 | $22,070 | 120 | 0.00 | 0.00 | 65 | 118.18 | 03-31-2024 |
TOTH FINANCIAL ADVISORY CORP | COM | 753 | $22,071 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHINA UNIVERSAL ASSET MANAGEMENT CO LTD | Common Stock | 754 | $21,000 | 115 | 0.00 | 0.20 | -2,841 | -96.11 | 03-31-2024 |