Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DARWIN WEALTH MANAGEMENT LLC | CL B NEW | 4601 | $419,679 | 998 | 0.00 | 0.00 | 301 | 43.19 | 03-31-2024 |
MARYLAND CAPITAL ADVISORS INC | CL B NEW | 4602 | $416,315 | 990 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | CL B NEW | 4603 | $416,315 | 990 | 0.00 | 0.00 | 15 | 1.54 | 03-31-2024 |
WECHTER FELDMAN WEALTH MANAGEMENT INC | CL B NEW | 4604 | $275,000 | 989 | 0.19 | 0.19 | -11 | -1.10 | 06-30-2021 |