Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BYRNE ASSET MANAGEMENT LLC | COM | 1901 | $2,287 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ASPECT PARTNERS LLC | Stock | 1902 | $2,086 | 9 | 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 |
NORTHWEST FINANCIAL ADVISORS | COM | 1904 | $1,941 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |