Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS WEALTH SERVICES LLC | COM | 3051 | $2,589,434 | 20,370 | 0.00 | 0.00 | 759 | 3.87 | 09-30-2023 |
SOUTH STREET ADVISORS LLC | COM | 3052 | $2,589,434 | 20,370 | 0.00 | 0.00 | 160 | 0.79 | 09-30-2023 |
OAK FAMILY ADVISORS LLC | Stock | 3053 | $3,672,898 | 20,362 | 0.00 | 0.00 | 6,588 | 47.83 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Equities | 3054 | $3,093,043 | 20,357 | 0.00 | 0.00 | 8,837 | 76.71 | 12-31-2023 |