Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1492 CAPITAL MANAGEMENT LLC | COM | 6251 | $374,441 | 890 | 0.00 | 0.00 | 10 | 1.14 | 03-31-2024 |
FLAGSHIP PRIVATE WEALTH LLC | COM | 6252 | $373,568 | 888 | 0.00 | 0.00 | 266 | 42.77 | 03-31-2024 |
ASSET PLANNING SERVICES LTD | COM | 6253 | $299,000 | 888 | 0.14 | 0.12 | 1 | 0.11 | 12-31-2021 |
LIFEGUIDE FINANCIAL ADVISORS LLC | COM | 6254 | $364,344 | 866 | 0.00 | 0.00 | 3 | 0.35 | 03-31-2024 |