Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BKM WEALTH MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 248 | +Inf | 03-31-2024 | |
RED TORTOISE LLC | Stock | 502 | $5,007 | 244 | 0.00 | 244 | +Inf | 03-31-2024 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 503 | $4,945 | 241 | 0.00 | 241 | +Inf | 03-31-2024 | |
GAMMA INVESTING LLC | Common Stock | 504 | $4,904 | 239 | 0.00 | 0.00 | 76 | 46.63 | 03-31-2024 |