Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRED ALGER MANAGEMENT LLC | Common | 801 | $131,000 | 394 | 0.00 | 394 | +Inf | 03-31-2022 | |
CIBC PRIVATE WEALTH GROUP LLC | COM | 802 | $158,446 | 392 | 0.00 | 0.00 | -936 | -70.48 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | MOH | 803 | $138,382 | 383 | 0.00 | 383 | +Inf | 12-31-2023 | |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 355 | +Inf | 03-31-2024 |