Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLEAKLEY FINANCIAL GROUP LLC | COM | 801 | $1,032,434 | 1,015 | 0.00 | 0.00 | -1 | -0.10 | 03-31-2024 |
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | 802 | $1,028,490 | 1,011 | 0.00 | 0.00 | 4 | 0.40 | 03-31-2024 |
CFO4LIFE LP | COM | 803 | $556,806 | 1,001 | 0.00 | 1,001 | +Inf | 12-31-2022 | |
INLET PRIVATE WEALTH LLC | COM | 804 | $828,690 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |