Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 2451 | $6,000 | 93 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
COSTELLO ASSET MANAGEMENT INC | COM | 2452 | $6,437 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TEAM FINANCIAL GROUP LLC | Stock | 2453 | $5,938 | 91 | 0.00 | 91 | +Inf | 12-31-2023 | |
TEAM FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 90 | +Inf | 12-31-2023 |