Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAND HILL GLOBAL ADVISORS LLC | COM | 2001 | $283,350 | 666 | 0.00 | 666 | +Inf | 03-31-2024 | |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 213 | 47.65 | 03-31-2024 |
GOODMAN ADVISORY GROUP LLC | Common Stock | 2003 | $279,095 | 656 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STABLEPOINT PARTNERS LLC | COM | 2004 | $279,095 | 656 | 0.00 | 0.00 | 3 | 0.46 | 03-31-2024 |