Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1001 | $13,000 | 39 | 0.00 | 0.01 | -35 | -47.30 | 06-30-2022 |
KINGS POINT CAPITAL MANAGEMENT | COM | 1002 | $20,000 | 37 | 0.00 | 37 | +Inf | 12-31-2021 | |
CREEKMUR ASSET MANAGEMENT LLC | COM | 1003 | $14,634 | 35 | 0.00 | 35 | +Inf | 12-31-2023 | |
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 1004 | $14,451 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |