Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUME CAPITAL MANAGEMENT INC | COM | 2451 | $107,361 | 300 | 0.00 | 0.00 | -50 | -14.29 | 03-31-2024 |
WEST OAK CAPITAL LLC | COM | 2452 | $91,527 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
LRI INVESTMENTS LLC | Stock | 2453 | $96,955 | 299 | 0.00 | 299 | +Inf | 03-31-2024 | |
REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $105,326 | 294 | 0.00 | 0.00 | 294 | +Inf | 03-31-2024 |