Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUEST CAPITAL MANAGEMENT INC /ADV | COM | 1201 | $205,000 | 4,777 | 0.04 | 0.07 | -1,677 | -25.98 | 12-31-2021 |
GAMMA INVESTING LLC | Common Stock | 1202 | $136,609 | 4,680 | 0.00 | 0.00 | 595 | 14.57 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1203 | $134,709 | 4,615 | 0.00 | 0.00 | 7 | 0.15 | 03-31-2024 |
KISTLER-TIFFANY COMPANIES LLC | COM | 1204 | $148,059 | 4,550 | 0.00 | 0.04 | -632 | -12.20 | 03-31-2023 |