Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWIN LAKES CAPITAL MANAGEMENT LLC | COM | 2651 | $15,950 | 165 | 0.00 | 0.01 | 7 | 4.43 | 09-30-2023 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 2652 | $18,601 | 164 | 0.00 | 164 | +Inf | 03-31-2024 | |
BDO WEALTH ADVISORS LLC | COM | 2653 | $14,734 | 163 | 0.00 | 0.00 | 115 | 239.58 | 06-30-2023 |
CSAT INVESTMENT ADVISORY LP | COM | 2654 | $15,000 | 162 | 0.01 | 162 | +Inf | 03-31-2021 |