Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELLECAPITAL INTERNATIONAL LTD | COM | 1851 | $247,450 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHOREO LLC | COM | 1852 | $247,194 | 999 | 0.00 | 0.00 | -61 | -5.75 | 03-31-2024 |
REVISOR WEALTH MANAGEMENT LLC | COM | 1853 | $243,102 | 997 | 0.00 | 0.00 | -239 | -19.34 | 12-31-2023 |
INTEROCEAN CAPITAL GROUP LLC | Stock | 1854 | $246,547 | 996 | 0.00 | 0.00 | -943 | -48.63 | 03-31-2024 |