Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDWOOD WEALTH MANAGEMENT GROUP LLC | SHS | 1901 | $472,459 | 1,511 | 0.00 | 0.00 | -70 | -4.43 | 03-31-2024 |
DELAP WEALTH ADVISORY LLC | SHS | 1902 | $470,896 | 1,506 | 0.00 | 1,506 | +Inf | 03-31-2024 | |
WINFIELD ASSOCIATES INC | Stock | 1903 | $228,000 | 1,505 | 0.08 | 0.08 | 0 | 0.00 | 03-31-2022 |
MENDEL CAPITAL MANAGEMENT LLC | SHS | 1904 | $470,271 | 1,504 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |