Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 2001 | $258,643 | 2,872 | 0.00 | 0.00 | 990 | 52.60 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 2002 | $228,703 | 2,869 | 0.00 | 2,869 | +Inf | 12-31-2023 | |
INTEGRATED ADVISORS NETWORK LLC | COM | 2003 | $228,669 | 2,869 | 0.00 | 0.00 | -1,054 | -26.87 | 12-31-2023 |
LAIRD NORTON TRUST COMPANY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |