Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 801 | $11,174 | 274 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 802 | $6,000 | 272 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
LOOMIS SAYLES & CO L P | COMMON | 803 | $13,000 | 259 | 0.00 | 0.00 | -105 | -28.85 | 12-31-2023 |
ROSENBERG MATTHEW HAMILTON | Stock | 804 | $8,182 | 252 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |