Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 3201 | $259,993 | 1,479 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOUNDMARK WEALTH MANAGEMENT LLC | COM | 3202 | $259,817 | 1,478 | 0.00 | 0.00 | -158 | -9.66 | 03-31-2024 |
WESTOVER CAPITAL ADVISORS LLC | COM | 3203 | $259,642 | 1,477 | 0.00 | 0.00 | 30 | 2.07 | 03-31-2024 |
CANAL CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -108 | -6.84 | 03-31-2024 |