Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEE FINANCIAL CO | COM | 2651 | $85,177 | 263 | 0.00 | 0.00 | 7 | 2.73 | 09-30-2023 |
BYRNE ASSET MANAGEMENT LLC | COM | 2652 | $109,017 | 261 | 0.00 | 0.07 | 9 | 3.57 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 2653 | $107,563 | 258 | 0.00 | 0.00 | -76 | -22.75 | 03-31-2024 |
COVESTOR LTD | COMMON | 2654 | $83,000 | 256 | 0.06 | 0.06 | 23 | 9.87 | 09-30-2023 |