Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 2501 | $84,190 | 865 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WFA OF SAN DIEGO LLC | COM | 2502 | $82,085 | 850 | 0.00 | 850 | +Inf | 09-30-2023 | |
M&R CAPITAL MANAGEMENT INC | Stock | 2503 | $95,690 | 844 | 0.00 | 0.00 | 352 | 71.54 | 03-31-2024 |
BROMFIELD SNEIDER WEALTH ADVISORS | COM | 2504 | $95,273 | 840 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |