Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $572,909 | 4,436 | 0.00 | 0.00 | 4,436 | +Inf | 06-30-2021 |
HB WEALTH MANAGEMENT LLC | COM | 702 | $386,159 | 4,433 | 0.00 | 4,433 | +Inf | 03-31-2024 | |
SCIENTECH RESEARCH LLC | COM | 703 | $337,524 | 4,400 | 0.00 | 4,400 | +Inf | 12-31-2023 | |
TAGSTONE CAPITAL INC | COM | 704 | $334,000 | 4,357 | 0.22 | 0.16 | 1,693 | 63.55 | 12-31-2023 |