Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRANBROOK WEALTH MANAGEMENT LLC | COM | 2801 | $451,231 | 3,970 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KORE PRIVATE WEALTH LLC | COM | 2802 | $469,000 | 3,963 | 0.06 | 0.14 | -7,236 | -64.61 | 03-31-2022 |
ZULLO INVESTMENT GROUP INC | COM | 2803 | $435,987 | 3,961 | 0.00 | 0.00 | -94 | -2.32 | 12-31-2023 |
INVENIO WEALTH PARTNERS LLC | Stock | 2804 | $449,298 | 3,953 | 0.00 | 0.00 | -295 | -6.94 | 03-31-2024 |