Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAMBOLT & ASSOCIATES LLC | COM | Liquidated | $0 | 0 | 0.02 | 0.03 | 0 | 0.00 | 12-31-2023 |
GENEOS WEALTH MANAGEMENT INC | COM | 2 | $1,000 | 500 | 0.00 | 500 | +Inf | 03-31-2017 |