Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNCAN WILLIAMS ASSET MANAGEMENT LLC | Stock | 1201 | $291,165 | 2,100 | 0.00 | 2,100 | +Inf | 03-31-2024 | |
FORT POINT CAPITAL PARTNERS LLC | COM | 1202 | $273,602 | 2,094 | 0.00 | 0.00 | 9 | 0.43 | 12-31-2023 |
SYSTEMATIC PORTFOLIOS LLC | COM | 1203 | $273,471 | 2,093 | 0.00 | 2,093 | +Inf | 12-31-2023 | |
PERSONAL CFO SOLUTIONS LLC | COM | 1204 | $272,503 | 2,085 | 0.00 | 2,085 | +Inf | 12-31-2023 |