Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILL CAPITAL MANAGEMENT LLC | COM | 1101 | $3,567,929 | 9,737 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGACY FINANCIAL STRATEGIES LLC | COM | 1102 | $3,549,266 | 9,686 | 0.00 | 0.00 | -78 | -0.80 | 03-31-2024 |
CORE WEALTH ADVISORS INC | COM | 1103 | $2,630,176 | 9,634 | 0.00 | 0.00 | 427 | 4.64 | 09-30-2023 |
WELLINGTON SHIELDS & CO LLC | Stock | 1104 | $3,520,659 | 9,608 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |