Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWIN PEAKS WEALTH ADVISORS LLC | COM | 1101 | $392,513 | 1,005 | 0.00 | 1,005 | +Inf | 12-31-2023 | |
ADVISORS PREFERRED LLC | COM | 1102 | $395,860 | 1,005 | 0.00 | 0.00 | -123 | -10.90 | 03-31-2024 |
FORA CAPITAL LLC | COM | 1103 | $393,423 | 1,001 | 0.00 | 1,001 | +Inf | 03-31-2024 | |
BEESE FULMER INVESTMENT MANAGEMENT INC | Stock | 1104 | $393,030 | 1,000 | 0.00 | 0.00 | -5 | -0.50 | 03-31-2024 |