Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERPAR ADVISORS LLC | COM | 2851 | $449,963 | 1,494 | 0.00 | 1,494 | +Inf | 03-31-2024 | |
PRIVATE CAPITAL MANAGEMENT LLC | COM | 2852 | $392,869 | 1,493 | 0.00 | 0.00 | 184 | 14.06 | 12-31-2023 |
WNY ASSET MANAGEMENT LLC | COM | 2853 | $448,758 | 1,490 | 0.00 | 0.00 | -82 | -5.22 | 03-31-2024 |
KOLINSKY WEALTH MANAGEMENT LLC | COM | 2854 | $447,855 | 1,487 | 0.00 | 0.00 | 160 | 12.06 | 03-31-2024 |