Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KLINGMAN & ASSOCIATES LLC | COM | Liquidated | $200,342 | 1,150 | 0.00 | 0.00 | 1,150 | +Inf | 03-31-2024 |
PEACHTREE INVESTMENT PARTNERS LLC | COM | 2802 | $200,016 | 1,148 | 0.00 | 0.00 | -2,942 | -71.93 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 2803 | $199,819 | 1,147 | 0.00 | 0.00 | 499 | 77.01 | 03-31-2024 |
CALDWELL SUTTER CAPITAL INC | COM | 2804 | $199,819 | 1,147 | 0.00 | 0.00 | -31 | -2.63 | 03-31-2024 |