Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PASADENA PRIVATE WEALTH LLC | COM | 2951 | $231,755 | 476 | 0.00 | 0.00 | -406 | -46.03 | 12-31-2023 |
PRIO WEALTH LIMITED PARTNERSHIP | COM | 2952 | $289,091 | 476 | 0.00 | 476 | +Inf | 03-31-2024 | |
J ARNOLD WEALTH MANAGEMENT CO | COM | 2953 | $216,000 | 475 | 0.18 | 475 | +Inf | 06-30-2020 | |
CORDASCO FINANCIAL NETWORK | COM | 2954 | $178,000 | 475 | 0.11 | 0.20 | -6 | -1.25 | 03-31-2022 |