Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHYSICIAN WEALTH SOLUTIONS INC | COM | 751 | $574,497 | 2,105 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AXQ CAPITAL LP | COM | 752 | $573,132 | 2,100 | 0.00 | 2,100 | +Inf | 03-31-2024 | |
HOBART PRIVATE CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,075 | +Inf | 09-30-2019 | |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 754 | $559,759 | 2,051 | 0.00 | 0.00 | -438 | -17.60 | 03-31-2024 |