Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC WORLD MARKETS CORP | COM | 1 | $1,793,560 | 38,696 | 0.00 | 38,696 | +Inf | 09-30-2023 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 2 | $317,345 | 26,162 | 0.00 | 0.00 | 18,287 | 232.22 | 06-30-2020 |
BYRNE ASSET MANAGEMENT LLC | COM | 3 | $21,870 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2019 |