Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUTH SHORE CAPITAL ADVISORS | COM | 2901 | $203,000 | 1,215 | 0.47 | 0.45 | 0 | 0.00 | 09-30-2022 |
AVALON CAPITAL MANAGEMENT | COM | 2902 | $249,021 | 1,213 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OCTAVIA WEALTH ADVISORS LLC | COM | 2903 | $248,326 | 1,210 | 0.00 | 0.00 | -324 | -21.12 | 03-31-2024 |
INDEX FUND ADVISORS INC | COM | 2904 | $253,749 | 1,210 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |