Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTITUDE FAMILY OFFICE LLC | Stock | 1651 | $2,535 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 1652 | $2,791 | 32 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
RED TORTOISE LLC | Stock | 1653 | $2,304 | 30 | 0.00 | 0.00 | -4 | -11.76 | 03-31-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM NON VTG | 1654 | $2,043 | 27 | 0.00 | 27 | +Inf | 09-30-2023 |