Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRIAGEN WEALTH MANAGEMENT LLC | COM | 2951 | $1,146,359 | 9,862 | 0.00 | 0.00 | -18 | -0.18 | 03-31-2024 |
EPG WEALTH MANAGEMENT LLC | COM | 2952 | $1,145,716 | 9,856 | 0.00 | 0.00 | 215 | 2.23 | 03-31-2024 |
COHEN CAPITAL MANAGEMENT INC | Stock | 2953 | $984,803 | 9,850 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RED WAVE INVESTMENTS LLC | COM | 2954 | $1,144,615 | 9,847 | 0.00 | 0.00 | -1 | -0.01 | 03-31-2024 |