Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARO ADVISORS LLC | COM | 1201 | $215,459 | 1,468 | 0.00 | 0.00 | 19 | 1.31 | 03-31-2024 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 1202 | $202,881 | 1,466 | 0.00 | 0.00 | -5,888 | -80.07 | 12-31-2023 |
WATERLOO CAPITAL LP | COM | 1203 | $200,635 | 1,450 | 0.00 | 1,450 | +Inf | 12-31-2023 | |
MONTEREY PRIVATE WEALTH INC | COM | 1204 | $211,921 | 1,444 | 0.00 | 1,444 | +Inf | 03-31-2024 |