Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WALDRON PRIVATE WEALTH LLC | COM | 1751 | $2,056,388 | 6,819 | 0.00 | 0.09 | -680 | -9.07 | 03-31-2024 |
POWER WEALTH MANAGEMENT LLC | COM | 1752 | $2,051,940 | 6,813 | 0.00 | 0.00 | 234 | 3.56 | 03-31-2024 |
TLWM | COM | 1753 | $1,792,771 | 6,813 | 0.00 | 0.00 | 23 | 0.34 | 12-31-2023 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1754 | $1,755,000 | 6,796 | 0.09 | 0.11 | -214 | -3.05 | 12-31-2021 |