Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | Equities | 1801 | $8,522 | 35 | 0.00 | 0.00 | -213 | -85.89 | 12-31-2023 |
CRITERION CAPITAL ADVISORS LLC | COM | 1802 | $9,115 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
CNB BANK | COM | 1803 | $9,115 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANCTUARY WEALTH MANAGEMENT LLC | COM | 1804 | $8,522 | 35 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |