Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REQUISITE CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LEISURE CAPITAL MANAGEMENT | COM | 3152 | $311,074 | 1,629 | 0.00 | 0.00 | -467 | -22.28 | 03-31-2024 |
CYRUS J LAWRENCE LLC | US EQUITIES | 3153 | $319,000 | 1,628 | 0.07 | 0.07 | -70 | -4.12 | 03-31-2024 |
SCISSORTAIL WEALTH MANAGEMENT LLC | COM | 3154 | $310,564 | 1,627 | 0.00 | 1,627 | +Inf | 03-31-2024 |