Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 1801 | $5,078 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1802 | $6,646 | 13 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | Lululemon Athletica Inc | 1803 | $6,000 | 13 | 0.00 | 13 | +Inf | 12-31-2023 | |
CAPITAL ADVISORS LTD LLC | COM | 1804 | $5,000 | 13 | 0.00 | 0.00 | 3 | 30.00 | 03-31-2024 |