Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREY STREET CAPITAL LLC | COM | 3451 | $421,350 | 2,719 | 0.00 | 2,719 | +Inf | 12-31-2023 | |
AUREUS ASSET MANAGEMENT LLC | Stock | 3452 | $494,402 | 2,715 | 0.00 | 0.00 | -39 | -1.42 | 03-31-2024 |
IRONWOOD FINANCIAL LLC | COM | 3453 | $420,744 | 2,715 | 0.00 | 0.00 | -196 | -6.73 | 12-31-2023 |
ULLMANN WEALTH PARTNERS GROUP LLC | COM | 3454 | $494,199 | 2,714 | 0.00 | 0.00 | 447 | 19.72 | 03-31-2024 |