Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORG PARTNERS LLC | ZBH | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 03-31-2024 | |
CAROLINA WEALTH ADVISORS LLC | Stock | 1652 | $4,868 | 40 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VERSANT CAPITAL MANAGEMENT INC | Stock | 1653 | $5,279 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IAG WEALTH PARTNERS LLC | Common Stock | 1654 | $5,279 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |