Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADEWINDS LLC | COM | Liquidated | $0 | 0 | 0.00 | 17,143 | +Inf | 12-31-2021 | |
MARINO STRAM & ASSOCIATES LLC | COM | 2502 | $649,554 | 17,130 | 0.00 | 0.00 | -1,105 | -6.06 | 03-31-2024 |
SHAYNE & JACOBS LLC | COM | 2503 | $576,228 | 17,114 | 0.00 | 0.00 | 6,114 | 55.58 | 12-31-2023 |
TYCHE WEALTH PARTNERS LLC | COM | 2504 | $648,553 | 17,103 | 0.00 | 0.00 | -5,092 | -22.94 | 03-31-2024 |