Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAPITAL ADVISORS LTD LLC | COM | 1052 | $3,000 | 206 | 0.00 | 0.00 | 61 | 42.07 | 03-31-2024 |
EVERGREEN PRIVATE WEALTH LLC | COM | 1053 | $2,748 | 200 | 0.00 | 200 | +Inf | 12-31-2023 | |
SYNTAX RESEARCH INC | COM | 1054 | $2,748 | 200 | 0.00 | 200 | +Inf | 12-31-2023 |