Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEADOWBROOK INVESTMENT ADVISORS LLC | Equiti | 2301 | $26,577 | 408 | 0.00 | 408 | +Inf | 12-31-2023 | |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 2302 | $28,478 | 407 | 0.00 | 407 | +Inf | 03-31-2024 | |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 2303 | $27,988 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NVERSES CAPITAL LLC | COM | 2304 | $27,988 | 400 | 0.00 | 400 | +Inf | 03-31-2024 |