Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE WEALTH MANAGEMENT LLC | COM | 1151 | $1,065,415 | 6,523 | 0.00 | 0.00 | 28 | 0.43 | 03-31-2024 |
MILLER INVESTMENT MANAGEMENT LP | COM | 1152 | $780,975 | 6,500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
KULA INVESTMENTS LLC | COM | 1153 | $658,463 | 6,495 | 0.00 | 6,495 | +Inf | 03-31-2023 | |
LEGACY FINANCIAL ADVISORS INC | Stock | 1154 | $863,843 | 6,488 | 0.00 | 0.00 | 385 | 6.31 | 12-31-2023 |