Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 1601 | $9,909 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | COM | 1602 | $9,909 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
BOULDER WEALTH ADVISORS LLC | COM | 1603 | $7,000 | 50 | 0.01 | 50 | +Inf | 12-31-2022 | |
YHB INVESTMENT ADVISORS INC | Stock | 1604 | $9,710 | 49 | 0.00 | 49 | +Inf | 03-31-2024 |