Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAYCROSS INVESTMENT MANAGEMENT CO | COM | 3601 | $396,467 | 541 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WFA OF SAN DIEGO LLC | COM | 3602 | $304,625 | 539 | 0.00 | 539 | +Inf | 09-30-2023 | |
CHATHAM CAPITAL GROUP INC | COM | 3603 | $355,123 | 538 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ACCEL WEALTH MANAGEMENT | COM | 3604 | $392,470 | 536 | 0.00 | 0.00 | 208 | 63.41 | 03-31-2024 |