Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNIQUE WEALTH STRATEGIES LLC | COM | 1851 | $1,690,985 | 3,351 | 0.00 | 0.00 | 1,313 | 64.43 | 03-31-2024 |
WATERLOO CAPITAL LP | COM | 1852 | $1,997,417 | 3,348 | 0.00 | 0.00 | 662 | 24.65 | 12-31-2023 |
WT WEALTH MANAGEMENT | COM | 1853 | $1,988,589 | 3,333 | 0.00 | 0.00 | -511 | -13.29 | 12-31-2023 |
EASTOVER INVESTMENT ADVISORS LLC | COM | 1854 | $1,679,309 | 3,328 | 0.00 | 0.00 | 74 | 2.27 | 03-31-2024 |