Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | COM | 2951 | $56,695 | 249 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 2952 | $46,000 | 243 | 0.02 | 243 | +Inf | 12-31-2023 | |
BALDRIGE ASSET MANAGEMENT LLC | COM | 2953 | $39,000 | 239 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2023 |
ATLAS CAPITAL ADVISORS LLC | Equity | 2954 | $43,837 | 234 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |