Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYON CAPITAL LLC | Stock | 1051 | $1,176,550 | 4,385 | 0.00 | 0.00 | 40 | 0.92 | 03-31-2024 |
ROWLANDMILLER & PARTNERSADV | COM | 1052 | $1,175,697 | 4,381 | 0.00 | 0.00 | 18 | 0.41 | 03-31-2024 |
CONNOLLY SARAH T | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BRIGHTON JONES LLC | COM | 1054 | $1,140,128 | 4,353 | 0.00 | 0.00 | 142 | 3.37 | 12-31-2023 |