Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 901 | $11,002 | 155 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CWM LLC | COM | 902 | $11,000 | 153 | 0.00 | 0.00 | -1,097 | -87.76 | 03-31-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 903 | $10,647 | 150 | 0.00 | 0.00 | -120 | -44.44 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 904 | $10,221 | 144 | 0.00 | 0.00 | -1,314 | -90.12 | 03-31-2024 |