Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 120 | +Inf | 03-31-2024 | |
TWIN LAKES CAPITAL MANAGEMENT LLC | COM | 1152 | $10,799 | 117 | 0.00 | 0.01 | 4 | 3.54 | 09-30-2023 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1153 | $9,000 | 116 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
FARTHER FINANCE ADVISORS LLC | Stock | 1154 | $13,219 | 115 | 0.00 | 115 | +Inf | 06-30-2023 |