Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TSFG LLC | Common Stock | 1651 | $16,000 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 1652 | $7,000 | 22 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
CASTLEVIEW PARTNERS LLC | COM | 1653 | $12,615 | 22 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ADVISORNET FINANCIAL INC | Stock | 1654 | $15,143 | 21 | 0.00 | 0.00 | -27 | -56.25 | 03-31-2024 |