Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWSQUARE CAPITAL LLC | Stock | 2251 | $4,483 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 2252 | $3,329 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | CL A | 2253 | $4,229 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
BFSG LLC | CL A | 2254 | $4,229 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |