Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAGNER WEALTH MANAGEMENT LLC | COM | 2001 | $472,024 | 1,130 | 0.00 | 0.00 | 311 | 37.97 | 03-31-2024 |
HARBOUR CAPITAL ADVISORS LLC | COM | 2002 | $463,470 | 1,130 | 0.00 | 0.00 | 25 | 2.26 | 03-31-2024 |
SARGENT INVESTMENT GROUP LLC | COM | 2003 | $469,901 | 1,125 | 0.00 | 0.00 | -104 | -8.46 | 03-31-2024 |
MONETARY MANAGEMENT GROUP INC | COM | 2004 | $469,901 | 1,125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |