Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARRY INVESTMENT ADVISORS LLC | COM | 1101 | $409,775 | 5,447 | 0.00 | 0.16 | 73 | 1.36 | 09-30-2023 |
BKM WEALTH MANAGEMENT LLC | COM | 1102 | $467,953 | 5,435 | 0.00 | 0.00 | 1,223 | 29.04 | 03-31-2024 |
ABERDEEN WEALTH MANAGEMENT LLC | COM | 1103 | $467,781 | 5,433 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CEDRUS LLC | COM | 1104 | $465,715 | 5,409 | 0.00 | 0.00 | -911 | -14.41 | 03-31-2024 |