Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHAPIN DAVIS INC | COM | 1951 | $3,522,996 | 22,476 | 0.00 | 0.00 | 692 | 3.18 | 12-31-2023 |
WHITENER CAPITAL MANAGEMENT INC | COM | 1952 | $3,518,343 | 22,447 | 0.00 | 0.00 | -2,306 | -9.32 | 12-31-2023 |
SYMMETRY PARTNERS LLC | COM | 1953 | $3,543,000 | 22,397 | 0.28 | 0.24 | -5,481 | -19.66 | 03-31-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1954 | $3,532,451 | 22,330 | 0.00 | 0.00 | -322 | -1.42 | 03-31-2024 |