Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSC WEALTH ADVISORS LLC | COM | 4951 | $179,534 | 1,560 | 0.00 | 0.00 | 7 | 0.45 | 06-30-2024 |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 4952 | $155,869 | 1,559 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GOLD INVESTMENT MANAGEMENT LTD | COM | 4953 | $178,080 | 1,532 | 0.00 | 0.00 | -37 | -2.36 | 03-31-2024 |
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 4954 | $174,532 | 1,516 | 0.00 | 0.00 | -170 | -10.08 | 06-30-2024 |