Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOLD INVESTMENT MANAGEMENT LTD | COM | 1901 | $47,618 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 137 | 15.21 | 03-31-2024 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 1903 | $46,484 | 1,025 | 0.00 | 1,025 | +Inf | 03-31-2024 | |
BLUEPATH CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,004 | +Inf | 12-31-2023 |