Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYCHE WEALTH PARTNERS LLC | COM | 1751 | $1,046,581 | 5,099 | 0.00 | 0.00 | -200 | -3.77 | 03-31-2024 |
WINTHROP CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 5,090 | +Inf | 03-31-2024 | |
LEJEUNE PUETZ INVESTMENT COUNSEL LLC | Equity | 1753 | $968,978 | 5,070 | 0.00 | 0.00 | 13 | 0.26 | 03-31-2023 |
GOTHAM ASSET MANAGEMENT LLC | COM | 1754 | $880,000 | 5,061 | 0.03 | 0.13 | -15,733 | -75.66 | 06-30-2022 |