Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL ADVISORS INC | COM | 2151 | $230,000 | 3,200 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
CREW CAPITAL MANAGEMENT LTD | COM | 2152 | $229,425 | 3,198 | 0.00 | 3,198 | +Inf | 03-31-2024 | |
MAYFLOWER FINANCIAL ADVISORS LLC | COM | 2153 | $229,224 | 3,195 | 0.00 | 0.00 | -100,015 | -96.90 | 03-31-2024 |
KEEBECK WEALTH MANAGEMENT LLC | COM | 2154 | $228,922 | 3,191 | 0.00 | 0.00 | -1,733 | -35.19 | 03-31-2024 |