Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLC CAPITAL ADVISORS | COM | 1001 | $796,570 | 3,325 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
1834 INVESTMENT ADVISORS CO | COM | 1002 | $792,977 | 3,310 | 0.00 | 0.00 | -1,526 | -31.56 | 12-31-2023 |
CORNERSTONE WEALTH MANAGEMENT LLC | COM | 1003 | $973,791 | 3,305 | 0.00 | 0.00 | -907 | -21.53 | 03-31-2024 |
JW COLE ADVISORS INC | COM | 1004 | $972,425 | 3,301 | 0.00 | 0.00 | 686 | 26.23 | 03-31-2024 |