Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 901 | $16,680 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 902 | $15,012 | 90 | 0.00 | 90 | +Inf | 03-31-2024 | |
TOBAM | COM | 903 | $15,000 | 89 | 0.00 | 89 | +Inf | 03-31-2024 | |
VERSANT CAPITAL MANAGEMENT INC | Stock | 904 | $14,678 | 88 | 0.00 | 0.00 | 79 | 877.78 | 03-31-2024 |