Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 951 | $19,495 | 288 | 0.00 | 0.00 | 75 | 35.21 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 952 | $10,054 | 261 | 0.00 | 0.00 | 30 | 12.99 | 09-30-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM NEW | 953 | $17,668 | 261 | 0.00 | 0.00 | 146 | 126.96 | 03-31-2024 |
EDMOND DE ROTHSCHILD HOLDING SA | COM NEW | 954 | $13,442 | 260 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |