Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATURE WEALTH MANAGEMENT PARTNERS LLC | COM | 1201 | $723,296 | 2,923 | 0.00 | 0.00 | -699 | -19.30 | 03-31-2024 |
OPTAS LLC | COM | 1202 | $753,357 | 2,914 | 0.00 | 0.00 | -109 | -3.61 | 09-30-2023 |
RIDGEWOOD INVESTMENTS LLC | COM | 1203 | $710,162 | 2,913 | 0.00 | 0.00 | 1,640 | 128.83 | 12-31-2023 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1204 | $719,528 | 2,908 | 0.00 | 0.00 | -94 | -3.13 | 03-31-2024 |