Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RALEIGH CAPITAL MANAGEMENT INC | COM | 851 | $61,637 | 459 | 0.00 | 0.00 | 80 | 21.11 | 12-31-2023 |
LINDBROOK CAPITAL LLC | REIT | 852 | $60,132 | 457 | 0.00 | 0.00 | 57 | 14.25 | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 853 | $60,373 | 449 | 0.00 | 0.00 | 420 | 1448.28 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 854 | $57,764 | 439 | 0.00 | 0.00 | 434 | 8680.00 | 03-31-2024 |