Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JTC EMPLOYER SOLUTIONS TRUSTEE LTD | COM | 4301 | $62,000 | 126 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
DHJJ FINANCIAL ADVISORS LTD | COM | 4302 | $61,706 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST OAK CAPITAL LLC | COM | 4303 | $60,080 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 4304 | $60,353 | 122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |