Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WATERSHED PRIVATE WEALTH LLC | COM | 2551 | $335,948 | 3,499 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COPPERLEAF CAPITAL LLC | COM | 2552 | $345,719 | 3,490 | 0.00 | 0.00 | 782 | 28.88 | 06-30-2023 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 2553 | $335,252 | 3,480 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SIVIA CAPITAL PARTNERS LLC | COM | 2554 | $334,035 | 3,479 | 0.00 | 3,479 | +Inf | 12-31-2023 |