Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL RIVER WEALTH MANAGEMENT LLC | COM | 2001 | $1,405,700 | 4,741 | 0.00 | 0.00 | 700 | 17.32 | 12-31-2023 |
WHITE PINE CAPITAL LLC | COM | 2002 | $1,245,544 | 4,728 | 0.00 | 0.00 | 150 | 3.28 | 09-30-2023 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM | 2003 | $1,167,000 | 4,725 | 0.13 | 0.13 | 0 | 0.00 | 06-30-2022 |
CONNECTUS WEALTH LLC | COM | 2004 | $1,398,681 | 4,711 | 0.00 | 0.00 | 1,374 | 41.17 | 12-31-2023 |