Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD CAPITAL MANAGEMENT LLC | COM | 1251 | $1,128 | 64 | 0.00 | 0.00 | 1 | 1.59 | 06-30-2024 |
EAGLE BAY ADVISORS LLC | Stock | 1252 | $1,072 | 61 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1254 | $1,014 | 58 | 0.00 | 0.00 | 1 | 1.75 | 06-30-2024 |