Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAVIS WEALTH ADVISORS LLC | COM | 3751 | $206,516 | 3,376 | 0.00 | 3,376 | +Inf | 03-31-2024 | |
BLACKDIAMOND WEALTH MANAGEMENT LLC | COM | 3752 | $206,448 | 3,374 | 0.00 | 0.00 | -175 | -4.93 | 03-31-2024 |
EXECUTIVE WEALTH MANAGEMENT LLC | COM | 3753 | $204,722 | 3,374 | 0.00 | 3,374 | +Inf | 03-31-2024 | |
DUNCAN WILLIAMS ASSET MANAGEMENT LLC | Stock | 3754 | $206,156 | 3,370 | 0.00 | 3,370 | +Inf | 03-31-2024 |