Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BYRNE ASSET MANAGEMENT LLC | COM | 2301 | $648,022 | 5,159 | 0.00 | 0.42 | 345 | 7.17 | 03-31-2024 |
CATALYST FINANCIAL PARTNERS LLC | COM | 2302 | $542,965 | 5,150 | 0.00 | 0.00 | 114 | 2.26 | 12-31-2023 |
OAK THISTLE LLC | COM | 2303 | $646,515 | 5,147 | 0.00 | 5,147 | +Inf | 03-31-2024 | |
WATERFRONT WEALTH INC | COM | 2304 | $542,573 | 5,146 | 0.00 | 0.00 | -51 | -0.98 | 12-31-2023 |