Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRANK RIMERMAN ADVISORS LLC | COM | 1501 | $1,294 | 73 | 0.00 | 73 | +Inf | 03-31-2024 | |
TRIFECTA CAPITAL ADVISORS LLC | COM | 1502 | $1,259 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TSFG LLC | Common Stock | 1503 | $1,000 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VOISARD ASSET MANAGEMENT GROUP INC | COM | 1504 | $1,117 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |