Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTSIDE WEALTH GROUP LLC | COM | 1251 | $272,863 | 1,968 | 0.00 | 0.00 | 142 | 7.78 | 03-31-2024 |
QUENT CAPITAL LLC | Stock | 1252 | $272,664 | 1,967 | 0.00 | 0.00 | 174 | 9.70 | 03-31-2024 |
KISTLER-TIFFANY COMPANIES LLC | COM | 1253 | $259,802 | 1,967 | 0.00 | 0.05 | 0 | 0.00 | 03-31-2023 |
BLUE ZONE WEALTH ADVISORS LLC | COM | 1254 | $244,383 | 1,956 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |