Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIDGE ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 219 | 6.86 | 12-31-2023 |
HTG INVESTMENT ADVISORS INC | COM | 4052 | $681,621 | 3,403 | 0.00 | 0.00 | -213 | -5.89 | 03-31-2024 |
INGALLS & SNYDER LLC | Call | Liquidated | $0 | 0 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
HENRICKSON NAUTA WEALTH ADVISORS INC | COM | 4054 | $662,934 | 3,391 | 0.00 | 0.00 | 661 | 24.21 | 03-31-2024 |