Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY NATIONAL ADVISERS INC | COM | 1151 | $6,000 | 70 | 0.00 | 0.00 | 10 | 16.67 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1152 | $5,923 | 68 | 0.00 | 68 | +Inf | 03-31-2024 | |
TYLER-STONE WEALTH MANAGEMENT | COM | 1153 | $4,911 | 64 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $5,488 | 63 | 0.00 | 0.00 | 63 | +Inf | 03-31-2024 |