Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASPECT PARTNERS LLC | Stock | 4351 | $325,937 | 2,804 | 0.00 | 2,804 | +Inf | 03-31-2024 | |
WATERFORD ADVISORS LLC | COM | 4352 | $329,514 | 2,802 | 0.00 | 0.16 | -200 | -6.66 | 09-30-2023 |
MARIPAU WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,802 | +Inf | 03-31-2024 | |
COASTWISE CAPITAL GROUP LLC | COM | 4354 | $325,608 | 2,801 | 0.00 | 0.00 | -126 | -4.30 | 03-31-2024 |