Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL TRUST ASSET MANAGEMENT LLC | COM | 701 | $189,590 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 449 | 86.85 | 03-31-2024 |
ROWLANDMILLER & PARTNERSADV | COM | 703 | $180,110 | 950 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 704 | $161,152 | 850 | 0.00 | 850 | +Inf | 03-31-2024 |