Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUREVEST LLC | COM | 2751 | $4,000 | 381 | 0.00 | 0.00 | 87 | 29.59 | 09-30-2022 |
HALPERN FINANCIAL INC | Stock | 2752 | $5,132 | 376 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Stock | 2753 | $4,927 | 371 | 0.00 | 371 | +Inf | 03-31-2024 | |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,339 | -78.30 | 03-31-2024 |