Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LION STREET ADVISORS LLC | COM | 951 | $514,286 | 4,959 | 0.00 | 0.00 | -4,988 | -50.15 | 03-31-2024 |
CHECCHI CAPITAL ADVISERS LLC | COM | 952 | $579,017 | 4,932 | 0.00 | 0.00 | 99 | 2.05 | 03-31-2024 |
CAROLINA WEALTH ADVISORS LLC | Stock | 953 | $510,668 | 4,924 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | COM | 954 | $577,912 | 4,923 | 0.00 | 0.00 | 146 | 3.06 | 03-31-2024 |