Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSPRING PARTNERS LLC | COM | 1901 | $566,324 | 2,682 | 0.00 | 0.00 | 596 | 28.57 | 06-30-2023 |
RELYEA ZUCKERBERG HANSON LLC | COM | 1902 | $695,702 | 2,669 | 0.00 | 0.00 | -61 | -2.23 | 12-31-2023 |
PINNACLE PRIVATE WEALTH LLC | COM | 1903 | $365,000 | 2,668 | 0.14 | 0.19 | -510 | -16.05 | 06-30-2022 |
STERNECK CAPITAL MANAGEMENT LLC | COM | 1904 | $510,444 | 2,663 | 0.00 | 0.00 | 554 | 26.27 | 09-30-2023 |