Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 3351 | $269,753 | 9,720 | 0.00 | 0.00 | -1,120 | -10.33 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 3352 | $269,659 | 9,717 | 0.00 | 0.09 | 399 | 4.28 | 03-31-2024 |
GOULD ASSET MANAGEMENT LLC /CA/ | COM | 3353 | $269,541 | 9,713 | 0.00 | 0.00 | -100 | -1.02 | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 3354 | $269,000 | 9,703 | 0.01 | 0.03 | -43,496 | -81.76 | 03-31-2024 |