Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | Stock | 1351 | $458,944 | 5,653 | 0.00 | 0.00 | 1,530 | 37.11 | 03-31-2024 |
WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO | COM | 1352 | $458,667 | 5,650 | 0.00 | 0.00 | -300 | -5.04 | 03-31-2024 |
RIVERWATER PARTNERS LLC | COM | 1353 | $370,474 | 5,609 | 0.00 | 5,609 | +Inf | 09-30-2023 | |
GOOD LIFE ADVISORS LLC | COM | 1354 | $410,113 | 5,608 | 0.00 | 0.00 | -16 | -0.28 | 12-31-2023 |