Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPEROSE ADVISORS LLC | COMMON | 2551 | $36,516 | 509 | 0.00 | 0.00 | 100 | 24.45 | 03-31-2024 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 2552 | $36,444 | 508 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 507 | +Inf | 03-31-2024 | |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 2554 | $35,870 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |