Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN CAPITAL ADVISORY LLC | COM | 1801 | $75,915 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 1802 | $67,950 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OPTIMUM INVESTMENT ADVISORS | COM | 1803 | $75,270 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM | 1804 | $68,403 | 1,434 | 0.00 | 0.00 | 4 | 0.28 | 12-31-2023 |