Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TILIA FIDUCIARY PARTNERS INC | Stock | 1651 | $382,720 | 1,426 | 0.00 | 0.00 | -19 | -1.31 | 03-31-2024 |
BIENVILLE CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUEBLOOD WEALTH MANAGEMENT LLC | COM | 1653 | $380,760 | 1,419 | 0.00 | 0.00 | 249 | 21.28 | 03-31-2024 |
DRIVE WEALTH MANAGEMENT LLC | COM | 1654 | $381,599 | 1,415 | 0.00 | 0.00 | -70 | -4.71 | 03-31-2024 |