Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 3801 | $148 | 61 | 0.00 | 0.03 | -3,539 | -98.31 | 12-31-2023 |
RICHARDSON CAPITAL MANAGEMENT LLC | COM | 3802 | $3,751 | 56 | 0.00 | 56 | +Inf | 03-31-2024 | |
WEST FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 52 | +Inf | 12-31-2023 |