Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | equities | Liquidated | $0 | 0 | 0.00 | 96 | +Inf | 12-31-2023 | |
HEADLANDS TECHNOLOGIES LLC | COM | 352 | $16,649 | 96 | 0.00 | 96 | +Inf | 03-31-2024 | |
OPAL WEALTH ADVISORS LLC | COM | 353 | $15,089 | 87 | 0.00 | 87 | +Inf | 03-31-2024 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 85 | +Inf | 03-31-2022 |