Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GARRISON POINT ADVISORS LLC | COM | 751 | $497,466 | 4,350 | 0.00 | 4,350 | +Inf | 12-31-2023 | |
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP | Equity | 752 | $496,758 | 4,344 | 0.00 | 4,344 | +Inf | 12-31-2023 | |
DAKOTA WEALTH MANAGEMENT | COM | 753 | $560,773 | 4,339 | 0.00 | 0.00 | -144 | -3.21 | 03-31-2024 |
DEDORA CAPITAL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 133 | 3.17 | 03-31-2024 |