Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | Stock | 1501 | $13,438 | 160 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HOLLENCREST CAPITAL MANAGEMENT | Stock | 1502 | $17,879 | 155 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 1503 | $17,303 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 150 | +Inf | 03-31-2024 |