Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON CAPITAL MANAGEMENT LLC | COM | 3301 | $160,977 | 2,774 | 0.00 | 0.00 | -294 | -9.58 | 12-31-2023 |
HAYDEN ROYAL LLC | Common Stock | 3302 | $173,000 | 2,768 | 0.41 | 2,768 | +Inf | 12-31-2021 | |
LENOX WEALTH ADVISORS LLC | COM | 3303 | $215,000 | 2,764 | 0.03 | 0.02 | -267 | -8.81 | 03-31-2022 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 3304 | $141,462 | 2,757 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |