Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -223 | -72.40 | 12-31-2023 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1302 | $11,562 | 84 | 0.00 | 84 | +Inf | 12-31-2023 | |
OAKWORTH CAPITAL INC | COMMON STOCK | 1303 | $11,666 | 83 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1304 | $10,915 | 82 | 0.00 | 0.00 | 9 | 12.33 | 03-31-2024 |