Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEXAURUM ADVISORS LLC | COM | 1701 | $458,589 | 4,712 | 0.00 | 0.00 | 6 | 0.13 | 12-31-2023 |
BETA WEALTH GROUP INC | COM | 1702 | $454,133 | 4,702 | 0.00 | 0.00 | -1,198 | -20.31 | 09-30-2023 |
GAMMA INVESTING LLC | Common Stock | 1703 | $532,961 | 4,699 | 0.00 | 0.00 | 474 | 11.22 | 03-31-2024 |
CYPRESS CAPITAL MANAGEMENT LLC | COM | 1704 | $452,000 | 4,693 | 0.06 | 0.06 | 0 | 0.00 | 09-30-2021 |