Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 1301 | $131,848 | 999 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1302 | $131,584 | 997 | 0.00 | 0.00 | -112 | -10.10 | 03-31-2024 |
ALPHAMARK ADVISORS LLC | COM | 1303 | $131,000 | 990 | 0.05 | 0.00 | 940 | 1880.00 | 03-31-2024 |
TRUEHAND INC | CONSUMER STAPLES | 1304 | $123,000 | 966 | 0.07 | 0.08 | 0 | 0.00 | 12-31-2021 |