Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUARRY LP | SHS | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 12-31-2023 | |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | SHS | 2002 | $10,000 | 60 | 0.00 | 60 | +Inf | 12-31-2021 | |
CENTER FOR FINANCIAL PLANNING INC | SHS | 2003 | $8,570 | 59 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL ADVISORS LTD LLC | SHS | 2004 | $8,000 | 58 | 0.00 | 0.00 | 24 | 70.59 | 03-31-2024 |