Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
E&G ADVISORS LP | COM | 2551 | $307,458 | 1,350 | 0.00 | 0.00 | 100 | 8.00 | 03-31-2024 |
SIMON QUICK ADVISORS LLC | COM | 2552 | $306,746 | 1,347 | 0.00 | 1,347 | +Inf | 03-31-2024 | |
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 2553 | $234,473 | 1,346 | 0.00 | 0.00 | -235 | -14.86 | 06-30-2023 |
THRIVE CAPITAL MANAGEMENT LLC | COM | 2554 | $251,972 | 1,345 | 0.00 | 1,345 | +Inf | 12-31-2023 |