Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DESTINY WEALTH PARTNERS LLC | COM | 1851 | $364,339 | 375 | 0.00 | 375 | +Inf | 03-31-2024 | |
KENDALL CAPITAL MANAGEMENT | COM | 1852 | $364,339 | 375 | 0.00 | 0.00 | -130 | -25.74 | 03-31-2024 |
CARLSON CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 1.63 | 03-31-2024 |
ZHANG FINANCIAL LLC | COM | 1854 | $361,426 | 372 | 0.00 | 372 | +Inf | 03-31-2024 |