Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFG WEALTH MANAGEMENT LLC | COM | 5301 | $628,904 | 696 | 0.00 | 0.00 | -623 | -47.23 | 03-31-2024 |
OXINAS PARTNERS WEALTH MANAGEMENT LLC | COM | 5302 | $623,847 | 690 | 0.00 | 0.00 | -199 | -22.38 | 03-31-2024 |
FOUNDERS CAPITAL MANAGEMENT | COM | 5303 | $85,244 | 690 | 0.00 | 0.00 | 638 | 1226.92 | 06-30-2024 |
WEALTH MANAGEMENT SOLUTIONS LLC | COM | 5304 | $298,280 | 686 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |