Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC | COM | 3401 | $2,973,023 | 16,482 | 0.00 | 0.00 | 196 | 1.20 | 03-31-2024 |
SUMMIT PLACE FINANCIAL ADVISORS LLC | COM | 3402 | $2,971,219 | 16,472 | 0.00 | 0.00 | 465 | 2.90 | 03-31-2024 |
FUSION CAPITAL LLC | COM | 3403 | $2,967,792 | 16,453 | 0.00 | 0.00 | -120 | -0.72 | 03-31-2024 |
GREENWICH WEALTH MANAGEMENT LLC | COM | 3404 | $2,962,000 | 16,422 | 0.24 | 0.23 | 911 | 5.87 | 03-31-2024 |