Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATTICUS WEALTH MANAGEMENT LLC | COM | 3051 | $693,652 | 4,397 | 0.00 | 0.00 | 250 | 6.03 | 03-31-2024 |
CALLAN FAMILY OFFICE LLC | COM | 3052 | $740,579 | 4,392 | 0.00 | 0.00 | -2,523 | -36.49 | 09-30-2023 |
BIECHELE ROYCE ADVISORS | COM | 3053 | $655,000 | 4,390 | 0.21 | 0.28 | -89 | -1.99 | 12-31-2023 |
WH CORNERSTONE INVESTMENTS INC | COM | 3054 | $654,000 | 4,383 | 0.52 | 0.33 | 2,155 | 96.72 | 12-31-2023 |