Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON CAPITAL MANAGEMENT LLC | COM | 3351 | $145,882 | 2,690 | 0.00 | 0.00 | -84 | -3.03 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 3352 | $144,863 | 2,671 | 0.00 | 0.00 | -584 | -17.94 | 03-31-2024 |
TFC FINANCIAL MANAGEMENT INC | COM | 3353 | $143,732 | 2,650 | 0.00 | 0.00 | -55 | -2.03 | 03-31-2024 |
LRI INVESTMENTS LLC | Stock | 3354 | $119,038 | 2,642 | 0.00 | 2,642 | +Inf | 03-31-2024 |