Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALBOA WEALTH PARTNERS | COM | 3701 | $214,906 | 3,513 | 0.00 | 0.00 | -915 | -20.66 | 03-31-2024 |
MENDEL CAPITAL MANAGEMENT LLC | COM | 3702 | $213,961 | 3,497 | 0.00 | 3,497 | +Inf | 03-31-2024 | |
INVESTMENT ADVISORY GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -138 | -3.80 | 03-31-2024 |
TILLER PRIVATE WEALTH INC | COM | 3704 | $205,902 | 3,494 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |