Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH MANAGEMENT SOLUTIONS LLC | COM | 2851 | $250,872 | 1,232 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
NORTHSIDE CAPITAL MANAGEMENT LLC | COM | 2852 | $302,986 | 1,232 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEATHERLY ASSET MANAGEMENT L P | COMMON | 2853 | $250,767 | 1,231 | 0.00 | 0.00 | 2 | 0.16 | 09-30-2023 |
EUDAIMONIA ADVISORS LLC | Stock | 2854 | $301,406 | 1,226 | 0.00 | 0.00 | 33 | 2.77 | 03-31-2024 |