Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE PORTFOLIO PARTNERS LLC | COM | 2751 | $1,637,850 | 10,354 | 0.00 | 0.00 | 201 | 1.98 | 03-31-2024 |
PETERSON WEALTH SERVICES | COM | 2752 | $1,637,252 | 10,350 | 0.00 | 0.00 | -15,423 | -59.84 | 03-31-2024 |
AGF INVESTMENTS LLC | COM | 2753 | $1,686,000 | 10,322 | 0.15 | 0.11 | 3,592 | 53.37 | 09-30-2022 |
JESSUP WEALTH MANAGEMENT INC | COM | 2754 | $1,601,837 | 10,285 | 0.00 | 0.00 | 1,244 | 13.76 | 09-30-2023 |