Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DYNAMIC ADVISOR SOLUTIONS LLC | COM | 1301 | $411,143 | 4,789 | 0.00 | 0.00 | -604 | -11.20 | 03-31-2024 |
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | Stock | 1302 | $407,835 | 4,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SEABRIDGE INVESTMENT ADVISORS LLC | COM | 1303 | $407,835 | 4,750 | 0.00 | 0.00 | -1,500 | -24.00 | 03-31-2024 |
ZEKE CAPITAL ADVISORS LLC | Stock | 1304 | $267,000 | 4,743 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |