Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 2901 | $9,443,355 | 55,070 | 0.00 | 0.00 | 131 | 0.24 | 03-31-2024 |
TRUST INVESTMENT ADVISORS | COM | 2902 | $10,600,935 | 55,061 | 0.01 | 0.01 | -316 | -0.57 | 12-31-2023 |
TRADEWINDS LLC | COM | Liquidated | $0 | 0 | 0.01 | 55,042 | +Inf | 12-31-2021 | |
KEMNAY ADVISORY SERVICES INC | COM | 2904 | $10,594,733 | 55,029 | 0.00 | 0.00 | 5,757 | 11.68 | 12-31-2023 |