Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROPES WEALTH ADVISORS LLC | SHS | 1751 | $405,019 | 1,899 | 0.00 | 0.00 | 359 | 23.31 | 09-30-2023 |
GOLDEN STATE EQUITY PARTNERS | SHS | 1752 | $403,526 | 1,892 | 0.00 | 0.00 | 118 | 6.65 | 09-30-2023 |
RW INVESTMENT MANAGEMENT LLC | SHS | 1753 | $591,278 | 1,891 | 0.00 | 1,891 | +Inf | 03-31-2024 | |
TWIN LAKES CAPITAL MANAGEMENT LLC | SHS | 1754 | $401,820 | 1,884 | 0.00 | 1,884 | +Inf | 09-30-2023 |