Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRW WEALTH MANAGEMENT LLC | COM | 4201 | $268,668 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
NSI RETAIL ADVISORS LLC | COM | 4202 | $292,000 | 1,798 | 0.04 | 0.05 | -300 | -14.30 | 03-31-2024 |
CSM ADVISORS LLC | COM | 4203 | $292,000 | 1,798 | 0.02 | 0.02 | -300 | -14.30 | 03-31-2024 |
WESTSHORE WEALTH LLC | COM | 4204 | $263,260 | 1,797 | 0.00 | 0.00 | 7 | 0.39 | 12-31-2023 |