Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORECAP ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,724 | +Inf | 12-31-2023 | |
REDMOND ASSET MANAGEMENT LLC | COM | 552 | $1,018,458 | 3,717 | 0.00 | 0.00 | 714 | 23.78 | 12-31-2023 |
STERLING INVESTMENT ADVISORS LTD | COM | 553 | $1,108,922 | 3,632 | 0.00 | 0.00 | -301 | -7.65 | 09-30-2023 |
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 554 | $757,342 | 3,591 | 0.00 | 0.70 | -584 | -13.99 | 12-31-2022 |