Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWIN LAKES CAPITAL MANAGEMENT LLC | COM | 1051 | $38,360 | 500 | 0.00 | 0.03 | 0 | 0.00 | 09-30-2023 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 1052 | $48,739 | 497 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FRIEDENTHAL FINANCIAL | COM | 1053 | $48,594 | 496 | 0.00 | 496 | +Inf | 06-30-2024 | |
COLONIAL TRUST ADVISORS | Stock | 1054 | $48,005 | 490 | 0.00 | 0.00 | -40 | -7.55 | 06-30-2024 |