Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | COM | 2101 | $133,413 | 505 | 0.00 | 0.00 | 208 | 70.03 | 06-30-2023 |
BLUME CAPITAL MANAGEMENT INC | COM | 2102 | $123,725 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLUMN CAPITAL ADVISORS LLC | Stock | 2103 | $127,455 | 493 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BALDWIN BROTHERS LLC/MA | COM | 2104 | $120,013 | 485 | 0.00 | 0.00 | -45 | -8.49 | 03-31-2024 |