Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW POTOMAC PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,610 | +Inf | 03-31-2024 | |
1858 WEALTH MANAGEMENT LLC | COM | 2902 | $205,691 | 2,605 | 0.00 | 2,605 | +Inf | 03-31-2024 | |
CARMICHAEL HILL & ASSOCIATES INC | COM | 2903 | $207,616 | 2,603 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PROVENCE WEALTH MANAGEMENT GROUP | COM | 2904 | $205,375 | 2,601 | 0.00 | 2,601 | +Inf | 12-31-2023 |