Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUARRY LP | SHS | 901 | $22,509 | 67 | 0.00 | 0.00 | -6 | -8.22 | 03-31-2024 |
LWM ADVISORY SERVICES LLC | SHS | Liquidated | $0 | 0 | 0.00 | 66 | +Inf | 12-31-2023 | |
MILESTONE INVESTMENT ADVISORS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 65 | +Inf | 12-31-2023 | |
CHILTON CAPITAL MANAGEMENT LLC | SHS | 904 | $21,837 | 65 | 0.00 | 0.00 | -2 | -2.99 | 03-31-2024 |