Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORAN WEALTH MANAGEMENT LLC | COM | 2001 | $582,400 | 2,331 | 0.00 | 0.00 | 793 | 51.56 | 06-30-2024 |
QUENT CAPITAL LLC | Stock | 2002 | $580,510 | 2,323 | 0.00 | 0.00 | 74 | 3.29 | 06-30-2024 |
ARIES WEALTH MANAGEMENT | COM | 2003 | $578,902 | 2,317 | 0.00 | 0.00 | -86 | -3.58 | 06-30-2024 |
PENSIONMARK FINANCIAL GROUP LLC | COM | 2004 | $556,465 | 2,316 | 0.00 | 0.00 | -7 | -0.30 | 06-30-2023 |