Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 551 | $13,437 | 705 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EMFO LLC | COM | 553 | $10,799 | 630 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NEO IVY CAPITAL MANAGEMENT | Stock | 554 | $21,000 | 591 | 0.02 | 591 | +Inf | 06-30-2021 |