Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KURE ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -127 | -1.96 | 03-31-2024 |
BROWN MILLER WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.16 | 0.17 | -995 | -13.57 | 03-31-2024 |
GUYASUTA INVESTMENT ADVISORS INC | COM | 2353 | $311,612 | 6,331 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TEN CAPITAL WEALTH ADVISORS LLC | Stock | 2354 | $269,000 | 6,322 | 0.08 | 0.12 | 19 | 0.30 | 06-30-2023 |