Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCARBOROUGH ADVISORS LLC | COM | 3051 | $299,195 | 1,702 | 0.00 | 0.00 | -26,087 | -93.88 | 03-31-2024 |
WATERWAY WEALTH MANAGEMENT LLC | Stock | 3052 | $298,942 | 1,701 | 0.00 | 1,701 | +Inf | 03-31-2024 | |
PRENTICE WEALTH MANAGEMENT LLC | COM | 3053 | $445,271 | 1,701 | 0.00 | 0.00 | 448 | 35.75 | 06-30-2023 |
WEALTHCARE CAPITAL MANAGEMENT LLC | COM | 3054 | $299,019 | 1,701 | 0.00 | 0.00 | -43 | -2.47 | 03-31-2024 |