Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHQUEST CORP | COM | 1551 | $462,064 | 1,722 | 0.00 | 0.00 | 7 | 0.41 | 03-31-2024 |
BRAY CAPITAL ADVISORS | COM | 1552 | $461,528 | 1,720 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINENO LEVIN & FORD ASSET MANAGEMENT INC | COM | 1553 | $424,000 | 1,716 | 0.12 | 0.11 | 0 | 0.00 | 12-31-2021 |
SEACREST WEALTH MANAGEMENT LLC | COM | 1554 | $460,173 | 1,715 | 0.00 | 0.00 | -472 | -21.58 | 03-31-2024 |