Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BYRNE ASSET MANAGEMENT LLC | COM | 3051 | $194,102 | 560 | 0.00 | 0.17 | -110 | -16.42 | 03-31-2024 |
TEN CAPITAL WEALTH ADVISORS LLC | Stock | 3052 | $172,000 | 559 | 0.05 | 0.01 | 436 | 354.47 | 06-30-2023 |
SAGE PRIVATE WEALTH GROUP LLC | SHS CLASS A | 3053 | $142,000 | 552 | 0.19 | 0.22 | 0 | 0.00 | 09-30-2022 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 3054 | $186,476 | 538 | 0.00 | 0.00 | 13 | 2.48 | 03-31-2024 |