Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAMWORK FINANCIAL ADVISORS LLC | COM | 3251 | $290,544 | 487 | 0.00 | 487 | +Inf | 12-31-2023 | |
BENCHMARK INVESTMENT ADVISORS LLC | COM | 3252 | $289,947 | 486 | 0.00 | 0.00 | -5,328 | -91.64 | 12-31-2023 |
SELDON CAPITAL LP | COM | 3253 | $237,649 | 486 | 0.00 | 486 | +Inf | 06-30-2023 | |
PHYSICIAN WEALTH ADVISORS INC | COM | 3254 | $230,014 | 483 | 0.00 | 0.00 | 48 | 11.03 | 03-31-2024 |