Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERKELEY CAPITAL PARTNERS LLC | COM | 3151 | $2,799,229 | 3,098 | 0.00 | 0.00 | 75 | 2.48 | 03-31-2024 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 3152 | $2,796,716 | 3,095 | 0.00 | 0.00 | 307 | 11.01 | 03-31-2024 |
MUIRFIELD WEALTH ADVISORS LLC | COM | 3153 | $2,794,568 | 3,093 | 0.00 | 0.00 | -19 | -0.61 | 03-31-2024 |
HORIZON WEALTH MANAGEMENT LLC | COM | 3154 | $2,792,504 | 3,091 | 0.00 | 0.00 | 1,391 | 81.82 | 03-31-2024 |