Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 651 | $6,638 | 157 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM | 652 | $4,440 | 150 | 0.00 | 0.00 | -100 | -40.00 | 06-30-2023 |
HILLSDALE INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 150 | +Inf | 03-31-2024 | |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 654 | $5,758 | 147 | 0.00 | 147 | +Inf | 12-31-2023 |