Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAZLETT BURT & WATSON INC | COM | 1601 | $10,000 | 22 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
EAGLE BAY ADVISORS LLC | Equities | 1602 | $9,614 | 21 | 0.00 | 0.00 | -4 | -16.00 | 12-31-2023 |
CASTLEVIEW PARTNERS LLC | COM | 1603 | $9,614 | 21 | 0.00 | 0.00 | -4 | -16.00 | 12-31-2023 |
NAPLES MONEY MANAGEMENT LLC | Stock | 1604 | $9,156 | 20 | 0.00 | 20 | +Inf | 12-31-2023 |