Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 2051 | $2,204,016 | 3,008 | 0.00 | 3,008 | +Inf | 03-31-2024 | |
CIRCLE WEALTH MANAGEMENT LLC | COM | 2052 | $2,203,019 | 3,007 | 0.00 | 0.00 | 1,079 | 55.96 | 03-31-2024 |
ALTERITY FINANCIAL GROUP LLC | COM | 2053 | $1,982,622 | 3,004 | 0.00 | 0.00 | -22 | -0.73 | 12-31-2023 |
WAYCROSS PARTNERS LLC | COM | 2054 | $2,197,890 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |