Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 10,062 | +Inf | 03-31-2024 | |
MERIDIAN WEALTH ADVISORS LLC | COM | 302 | $80,800 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERITAS INVESTMENT PARTNERS INC | COM | 303 | $79,208 | 9,803 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AQUATIC CAPITAL MANAGEMENT LLC | COM | 304 | $77,568 | 9,600 | 0.00 | 9,600 | +Inf | 03-31-2024 |