Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRAMSHILL INVESTMENTS LLC | COMMON STOCK | 2451 | $299,429 | 729 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 2452 | $299,019 | 728 | 0.00 | 0.00 | 22 | 3.12 | 03-31-2024 |
OAK HILL WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RGT WEALTH ADVISORS LLC | COM | 2454 | $243,000 | 728 | 0.04 | 0.08 | -514 | -41.38 | 09-30-2022 |