Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUKEN INVESTMENT ANALYTICS LLC | COM | 3701 | $99,762 | 1,658 | 0.00 | 0.00 | 1,112 | 203.66 | 03-31-2024 |
BRIDGE ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 2.16 | 12-31-2023 |
HAYDEN ROYAL LLC | Common Stock | 3703 | $239,000 | 1,648 | 0.56 | 0.39 | -59 | -3.46 | 12-31-2021 |
BALDWIN BROTHERS LLC/MA | COM | 3704 | $98,558 | 1,638 | 0.00 | 0.00 | 892 | 119.57 | 03-31-2024 |