Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1101 | $9,177 | 42 | 0.00 | 42 | +Inf | 06-30-2023 | |
SUTTON WEALTH ADVISORS INC | Stock | 1102 | $5,915 | 40 | 0.00 | 0.00 | -3 | -6.98 | 09-30-2023 |
PACIFICA PARTNERS INC | COM | 1103 | $7,721 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 1104 | $7,922 | 40 | 0.00 | 0.00 | -5 | -11.11 | 03-31-2024 |