Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERGANKDV WEALTH MANAGEMENT LLC | COM | 1251 | $408,510 | 2,172 | 0.00 | 0.00 | -86 | -3.81 | 06-30-2023 |
GRATUS WEALTH ADVISORS LLC | COM | 1252 | $407,171 | 2,149 | 0.00 | 2,149 | +Inf | 12-31-2023 | |
ASSET MANAGEMENT RESOURCES LLC | COM | 1253 | $402,679 | 2,141 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
PATRICK M SWEENEY & ASSOCIATES INC | COM | 1254 | $440,453 | 2,138 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |