Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARWATER CAPITAL ADVISORS LLC | COM | 1251 | $281,682 | 1,800 | 0.00 | 1,800 | +Inf | 03-31-2024 | |
CARNEGIE CAPITAL ASSET MANAGEMENT LLC | COM | 1252 | $207,171 | 1,794 | 0.00 | 0.01 | -1,200 | -40.08 | 06-30-2023 |
VIAWEALTH LLC | COM | 1253 | $255,621 | 1,792 | 0.00 | 0.00 | -232 | -11.46 | 12-31-2023 |
AUGUSTINE ASSET MANAGEMENT INC | COM | 1254 | $280,274 | 1,791 | 0.00 | 0.00 | -332 | -15.64 | 03-31-2024 |