Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE ADVISORS LLC | COM | 2601 | $472,891 | 3,765 | 0.00 | 0.00 | 73 | 1.98 | 03-31-2024 |
WELLINGTON SHIELDS & CO LLC | Stock | 2602 | $395,784 | 3,754 | 0.00 | 0.00 | -1,488 | -28.39 | 12-31-2023 |
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 2603 | $305,626 | 3,739 | 0.00 | 0.04 | -4,707 | -55.73 | 12-31-2022 |
PEACHTREE INVESTMENT PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,626 | -41.27 | 12-31-2023 |