Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINDSOR CAPITAL MANAGEMENT LLC | COM | 3001 | $279,376 | 1,136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST COAST FINANCIAL LLC | COM | 3002 | $279,131 | 1,135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOLTWOOD CAPITAL MANAGEMENT | COM | 3003 | $278,639 | 1,133 | 0.00 | 0.00 | -115 | -9.21 | 03-31-2024 |
STRATEGIC ADVOCATES LLC | Stock | 3004 | $277,409 | 1,128 | 0.00 | 0.00 | -2 | -0.18 | 03-31-2024 |