Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGH NET WORTH ADVISORY GROUP LLC | COM | 1851 | $2,947,408 | 8,505 | 0.00 | 0.00 | 12 | 0.14 | 12-31-2023 |
HICKORY LANE CAPITAL MANAGEMENT LP | COM | 1852 | $2,508,520 | 8,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
WT WEALTH MANAGEMENT | COM | 1853 | $2,944,232 | 8,496 | 0.00 | 0.00 | 3,735 | 78.45 | 12-31-2023 |
GARRISON POINT ADVISORS LLC | COM | 1854 | $2,937,704 | 8,477 | 0.00 | 0.00 | -50 | -0.59 | 12-31-2023 |