Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LYNX INVESTMENT ADVISORY | Stock | 4101 | $589,977 | 3,217 | 0.00 | 3,217 | +Inf | 06-30-2024 | |
PHILIP JAMES WEALTH MANGEMENT LLC | CAP STK CL C | 4102 | $589,905 | 3,216 | 0.00 | 0.00 | 168 | 5.51 | 06-30-2024 |
WESTEND CAPITAL MANAGEMENT LLC | Stock | 4103 | $592,582 | 3,212 | 0.00 | 3,212 | +Inf | 06-30-2024 | |
BEACON HARBOR WEALTH ADVISORS INC | CAP STK CL C | 4104 | $588,000 | 3,205 | 0.15 | 0.13 | 0 | 0.00 | 06-30-2024 |