Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LYELL WEALTH MANAGEMENT LP | Stock | 2501 | $225,970 | 541 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TILSON FINANCIAL GROUP INC | COM | 2502 | $226,000 | 541 | 0.12 | 0.18 | -204 | -27.38 | 03-31-2024 |
CIC WEALTH LLC | COM | 2503 | $224,717 | 538 | 0.00 | 0.00 | -835 | -60.82 | 03-31-2024 |
SRS CAPITAL ADVISORS INC | COM | 2504 | $207,408 | 538 | 0.00 | 0.00 | 16 | 3.07 | 12-31-2023 |