Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 27 | +Inf | 03-31-2024 | |
FRAZIER FINANCIAL ADVISORS LLC | COM | 2102 | $11,287 | 27 | 0.00 | 0.00 | 14 | 107.69 | 03-31-2024 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 2103 | $10,450 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MAIN STREET GROUP LTD | COMMON STOCK | 2104 | $10,172,000 | 25 | 0.00 | 25 | +Inf | 12-31-2023 |