Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK PLACE CAPITAL CORP | Stock | 501 | $20,388 | 1,292 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 502 | $20,372 | 1,291 | 0.00 | 1,291 | +Inf | 03-31-2024 | |
BBVA USA | COM | 503 | $53,000 | 1,222 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 504 | $56,000 | 1,208 | 0.01 | 0.01 | 602 | 99.34 | 06-30-2021 |