Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEGASUS PARTNERS LTD | COM | Liquidated | $209,952 | 1,331 | 0.00 | 0.00 | 1,331 | +Inf | 03-31-2024 |
PINE HAVEN INVESTMENT COUNSEL INC | COM | Liquidated | $0 | 0 | 0.00 | 1,330 | +Inf | 12-31-2023 | |
SELECTIVE WEALTH MANAGEMENT INC | COM | 4203 | $215,700 | 1,326 | 0.00 | 1,326 | +Inf | 03-31-2024 | |
CONSILIO WEALTH ADVISORS LLC | COM | 4204 | $207,896 | 1,318 | 0.00 | 1,318 | +Inf | 03-31-2024 |