Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BYRNE ASSET MANAGEMENT LLC | COM | 401 | $6,969 | 300 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 208 | 260.00 | 03-31-2024 |
GRADIENT INVESTMENTS LLC | PARTNERSHIP UNIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -37 | -12.25 | 03-31-2024 |
HILLTOP NATIONAL BANK | PARTNERSHIP UNIT | 404 | $5,343 | 230 | 0.00 | 230 | +Inf | 03-31-2024 |