Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENLAND CAPITAL MANAGEMENT LP | COM | 2451 | $835,240 | 1,400 | 0.00 | 1,400 | +Inf | 12-31-2023 | |
RIDGECREST WEALTH PARTNERS LLC | COM | 2452 | $704,422 | 1,396 | 0.00 | 0.00 | 7 | 0.50 | 03-31-2024 |
REVOLVE WEALTH PARTNERS LLC | COM | 2453 | $703,412 | 1,394 | 0.00 | 0.00 | 168 | 13.70 | 03-31-2024 |
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 2454 | $681,163 | 1,393 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |