Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEEBECK WEALTH MANAGEMENT LLC | COM | 951 | $693,339 | 1,326 | 0.00 | 0.00 | 13 | 0.99 | 03-31-2024 |
GRANITE BAY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
ACADIAN ASSET MANAGEMENT LLC | COM | 953 | $706,000 | 1,297 | 0.00 | 0.00 | -526 | -28.85 | 03-31-2023 |
CFO4LIFE GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 93 | 7.76 | 03-31-2024 |