Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 951 | $17,191 | 118 | 0.00 | 118 | +Inf | 03-31-2024 | |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 952 | $14,720 | 116 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TIMESCALE FINANCIAL INC | COM | 953 | $12,561 | 115 | 0.00 | 115 | +Inf | 06-30-2023 | |
BOKF NA | COM | 954 | $14,593 | 115 | 0.00 | 0.00 | 21 | 22.34 | 12-31-2023 |