Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LFA - LUGANO FINANCIAL ADVISORS SA | COM | 3901 | $121,822 | 693 | 0.00 | 0.00 | 250 | 56.43 | 03-31-2024 |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 3902 | $121,559 | 692 | 0.00 | 692 | +Inf | 03-31-2024 | |
MILESTONE WEALTH LLC | COMMON STOCK | 3903 | $461,000 | 685 | 0.49 | 0.46 | 148 | 27.56 | 06-30-2022 |
GHP INVESTMENT ADVISORS INC | COM | 3904 | $141,696 | 683 | 0.00 | 0.02 | -216 | -24.03 | 03-31-2023 |