Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHILIP JAMES WEALTH MANGEMENT LLC | COM | 1651 | $283,698 | 3,495 | 0.00 | 0.00 | -1,663 | -32.24 | 03-31-2024 |
NORTHSTAR INVESTMENT ADVISORS LLC | COMMON STOCK | 1652 | $258,000 | 3,483 | 0.03 | 0.04 | 0 | 0.00 | 06-30-2021 |
PURE FINANCIAL ADVISORS LLC | COM | 1653 | $282,674 | 3,482 | 0.00 | 3,482 | +Inf | 03-31-2024 | |
QUEST CAPITAL MANAGEMENT INC /ADV | COM | 1654 | $273,000 | 3,472 | 0.05 | 0.06 | -211 | -5.73 | 12-31-2021 |