Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWTON ONE INVESTMENTS LLC | COM | 3551 | $23,079 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 3552 | $22,471 | 37 | 0.00 | 0.00 | -15 | -28.85 | 03-31-2024 |
PFLUG KOORY LLC | COM | 3553 | $22,471 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FLAHARTY ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 37 | +Inf | 12-31-2023 |