Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDER CAPITAL GROUP LLC | COM | 2301 | $491,637 | 2,344 | 0.00 | 2,344 | +Inf | 12-31-2023 | |
WAYPOINT CAPITAL ADVISORS LLC | COM | 2302 | $478,643 | 2,332 | 0.00 | 0.00 | 17 | 0.73 | 03-31-2024 |
WALDEN WEALTH PARTNERS LLC | COM | 2303 | $456,208 | 2,327 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 2304 | $494,000 | 2,327 | 0.11 | 0.08 | 758 | 48.31 | 09-30-2021 |