Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYNDEO WEALTH PARTNERS LLC | COM | 851 | $379,779 | 4,390 | 0.00 | 0.00 | 6 | 0.14 | 12-31-2023 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | COM | 852 | $423,000 | 4,371 | 0.00 | 0.00 | 526 | 13.68 | 03-31-2024 |
NARWHAL CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 854 | $419,730 | 4,305 | 0.00 | 0.00 | 35 | 0.82 | 03-31-2024 |