Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPASS ION ADVISORS LLC | COM | 4451 | $269,802 | 2,460 | 0.00 | 0.00 | 48 | 1.99 | 03-31-2023 |
GALLACHER CAPITAL MANAGEMENT LLC | COM | 4452 | $285,848 | 2,459 | 0.00 | 0.00 | -193 | -7.28 | 03-31-2024 |
VCI WEALTH MANAGEMENT LLC | COM | 4453 | $245,627 | 2,457 | 0.00 | 2,457 | +Inf | 12-31-2023 | |
WEST CHESTER CAPITAL ADVISORS INC | COM | 4454 | $288,894 | 2,457 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |