Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK PLACE CAPITAL CORP | Stock | 1051 | $251,847 | 1,087 | 0.00 | 0.00 | -398 | -26.80 | 03-31-2024 |
QUADCAP WEALTH MANAGEMENT LLC | CL A COM | 1052 | $209,269 | 1,087 | 0.00 | 1,087 | +Inf | 12-31-2023 | |
WETHERBY ASSET MANAGEMENT INC | CL A COM | 1053 | $213,747 | 1,081 | 0.00 | 1,081 | +Inf | 06-30-2023 | |
TRIUMPH CAPITAL MANAGEMENT | COM | 1054 | $248,258 | 1,078 | 0.00 | 1,078 | +Inf | 03-31-2024 |