Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRYPHON FINANCIAL PARTNERS LLC | COM | 1251 | $234,110 | 1,786 | 0.00 | 1,786 | +Inf | 03-31-2024 | |
MCLEAN ASSET MANAGEMENT CORP | COM | Liquidated | $223,007 | 1,779 | 0.00 | 0.00 | 1,779 | +Inf | 03-31-2024 |
SHELTON CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,727 | -60.60 | 12-31-2023 |
MAYFLOWER FINANCIAL ADVISORS LLC | COM | 1254 | $231,767 | 1,768 | 0.00 | 0.00 | -43 | -2.37 | 03-31-2024 |