Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GS INVESTMENTS INC | COM | 1701 | $1,052,148 | 2,161 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BUTTONWOOD FINANCIAL ADVISORS INC | COM | 1702 | $1,302,146 | 2,144 | 0.00 | 0.00 | -19 | -0.88 | 03-31-2024 |
SEVEN MILE ADVISORY | Stock | 1703 | $1,041,680 | 2,140 | 0.00 | 0.00 | -39 | -1.79 | 12-31-2023 |
TRUE CAPITAL MANAGEMENT | COM | 1704 | $739,327 | 2,140 | 0.00 | 2,140 | +Inf | 03-31-2023 |