Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WCG WEALTH ADVISORS LLC | COM | 501 | $3,324,000 | 38,711 | 0.28 | 0.23 | 1,276 | 3.41 | 03-31-2024 |
GOULD CAPITAL LLC | Stock | 502 | $2,697,491 | 38,646 | 0.00 | 2.23 | -7,197 | -15.70 | 06-30-2023 |
B METZLER SEEL SOHN & CO AG | COM | 503 | $3,297,024 | 38,400 | 0.00 | 0.00 | 1,103 | 2.96 | 03-31-2024 |
GSB WEALTH MANAGEMENT LLC | COM | 504 | $3,296,042 | 38,389 | 0.00 | 0.00 | 406 | 1.07 | 03-31-2024 |