Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPTIMUM INVESTMENT ADVISORS | COM | 1551 | $93,184 | 2,600 | 0.00 | 0.00 | -950 | -26.76 | 03-31-2024 |
ATLAS CAPITAL ADVISORS LLC | Equity | 1552 | $106,910 | 2,583 | 0.00 | 0.00 | -174 | -6.31 | 12-31-2023 |
CREEKMUR ASSET MANAGEMENT LLC | COM | 1553 | $104,950 | 2,536 | 0.00 | 2,536 | +Inf | 12-31-2023 | |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,485 | +Inf | 03-31-2024 |