Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROFICIO CAPITAL PARTNERS LLC | COM | 2201 | $895,524 | 7,879 | 0.00 | 0.00 | 213 | 2.78 | 03-31-2024 |
SUCCESSFUL PORTFOLIOS LLC | COM | 2202 | $866,119 | 7,868 | 0.00 | 0.00 | -41 | -0.52 | 12-31-2023 |
WNY ASSET MANAGEMENT LLC | COM | 2203 | $893,447 | 7,861 | 0.00 | 0.00 | 301 | 3.98 | 03-31-2024 |
PRECEDENT WEALTH PARTNERS LLC | COM | 2204 | $892,597 | 7,853 | 0.00 | 0.00 | 839 | 11.96 | 03-31-2024 |