Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 801 | $17,000 | 173 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
FOSTER DYKEMA CABOT & PARTNERS LLC | Common Stock | 802 | $16,958 | 170 | 0.00 | 170 | +Inf | 03-31-2024 | |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 803 | $10,292 | 167 | 0.00 | 0.00 | -15 | -8.24 | 09-30-2023 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 804 | $16,359 | 164 | 0.00 | 164 | +Inf | 03-31-2024 |