Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MISSION CREEK CAPITAL PARTNERS INC | CAP STK CL A | 2651 | $2,791,898 | 21,335 | 0.00 | 0.87 | 20,158 | 1712.66 | 09-30-2023 |
NIXON PEABODY TRUST CO | Com | 2652 | $2,791,375 | 21,331 | 0.00 | 0.00 | -1,004 | -4.50 | 09-30-2023 |
9258 WEALTH MANAGEMENT LLC | Stock | 2653 | $3,217,073 | 21,315 | 0.00 | 0.00 | 1,248 | 6.22 | 03-31-2024 |
GRADIENT CAPITAL ADVISORS LLC | Stock | 2654 | $3,206,508 | 21,245 | 0.00 | 0.76 | 20,597 | 3178.55 | 03-31-2024 |