Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERCER CAPITAL ADVISERS INC | COM | 3401 | $46,000 | 75 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2021 |
TWIN LAKES CAPITAL MANAGEMENT LLC | COM | 3402 | $27,942 | 74 | 0.00 | 0.02 | 0 | 0.00 | 09-30-2023 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 3403 | $42,513 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DB WEALTH MANAGEMENT GROUP LLC | Common Stock | 3404 | $34,082 | 70 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |