Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REVOLVE WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 408 | +Inf | 03-31-2024 | |
ADDISON ADVISORS LLC | COM | 1502 | $205,028 | 401 | 0.00 | 0.00 | 11 | 2.82 | 12-31-2023 |
DEARBORN PARTNERS LLC | COM | 1503 | $205,027 | 401 | 0.00 | 401 | +Inf | 12-31-2023 | |
FULCRUM CAPITAL LLC | COM | 1504 | $204,516 | 400 | 0.00 | 400 | +Inf | 12-31-2023 |