Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIO WEALTH LIMITED PARTNERSHIP | COM | 1051 | $250,056 | 1,496 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
THOROUGHBRED FINANCIAL SERVICES LLC | COM | Liquidated | $0 | 0 | 0.02 | 1,491 | +Inf | 12-31-2023 | |
VISIONARY WEALTH ADVISORS | COM | 1053 | $249,054 | 1,490 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KESLER NORMAN & WRIDE LLC | COM | 1054 | $248,719 | 1,488 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |