Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESCENT CAPITAL CONSULTING LLC | Common Stock | 3751 | $24,000 | 92 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
PRIVATE OCEAN LLC | COM | 3752 | $27,709 | 92 | 0.00 | 0.00 | 4 | 4.55 | 03-31-2024 |
STUART CHAUSSEE & ASSOCIATES INC | Common | 3753 | $19,000 | 91 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
RUEDI WEALTH MANAGEMENT INC | COM | 3754 | $25,901 | 86 | 0.00 | 0.00 | 56 | 186.67 | 03-31-2024 |