Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SACHETTA LLC | COM | 851 | $4,191 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RFP FINANCIAL GROUP LLC | DVA | 852 | $3,687 | 39 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
MV CAPITAL MANAGEMENT INC | COM | 853 | $5,108 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 854 | $3,667 | 35 | 0.00 | 35 | +Inf | 12-31-2023 |