Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RISE ADVISORS LLC | 0 | 3401 | $77,836 | 738 | 0.00 | 0.00 | -8 | -1.07 | 12-31-2023 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 3402 | $75,804 | 719 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CALDWELL SUTTER CAPITAL INC | COM | 3403 | $88,681 | 706 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 3404 | $73,906 | 701 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |