Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC | COM | 1401 | $990,048 | 1,584 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INTERSECT CAPITAL LLC | COM | 1402 | $610,000 | 1,583 | 0.18 | 0.16 | -107 | -6.33 | 06-30-2022 |
JFS WEALTH ADVISORS LLC | COM | 1403 | $1,029,106 | 1,583 | 0.00 | 0.00 | 19 | 1.21 | 03-31-2024 |
PINNACLE WEALTH ADVISORS | COM | 1404 | $775,000 | 1,582 | 0.03 | 1,582 | +Inf | 06-30-2021 |