Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFC FINANCIAL MANAGEMENT INC | COM | 3501 | $38,262 | 63 | 0.00 | 0.00 | 3 | 5.00 | 03-31-2024 |
MOTCO | Com | 3502 | $37,654 | 62 | 0.00 | 0.00 | 13 | 26.53 | 03-31-2024 |
ORG PARTNERS LLC | COMMON STOCK | 3503 | $38,084 | 62 | 0.00 | 62 | +Inf | 03-31-2024 | |
PRIVATE OCEAN LLC | COM | 3504 | $37,654 | 62 | 0.00 | 0.00 | 2 | 3.33 | 03-31-2024 |