Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | SHS | 1901 | $15,000 | 43 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
LENOX WEALTH ADVISORS LLC | COM | 1902 | $13,000 | 41 | 0.00 | 0.00 | 29 | 241.67 | 03-31-2022 |
NEO IVY CAPITAL MANAGEMENT | Stock | 1903 | $10,000 | 36 | 0.01 | 36 | +Inf | 06-30-2021 | |
ORION CAPITAL MANAGEMENT LLC | SHS | 1904 | $9,000 | 29 | 0.01 | 29 | +Inf | 03-31-2022 |