Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM NEW | 2251 | $89,796 | 225 | 0.00 | 0.00 | 50 | 28.57 | 03-31-2024 |
CREWE ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -327 | -59.78 | 12-31-2023 |
BYRNE ASSET MANAGEMENT LLC | COM | 2253 | $86,603 | 217 | 0.00 | 0.06 | -46 | -17.49 | 03-31-2024 |
RALEIGH CAPITAL MANAGEMENT INC | COM NEW | 2254 | $86,204 | 216 | 0.00 | 0.00 | 175 | 426.83 | 03-31-2024 |