Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COSTON MCISAAC & PARTNERS | COMMON STOCK | 851 | $4,000 | 21 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | COM NEW | 852 | $3,397 | 21 | 0.00 | 21 | +Inf | 12-31-2023 | |
CAPE INVESTMENT ADVISORY INC | COM NEW | 853 | $3,665 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 854 | $1,459 | 18 | 0.00 | 18 | +Inf | 03-31-2020 |