Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHRONOS WEALTH MANAGEMENT LLC | COM | 1301 | $342,958 | 18,700 | 0.00 | 0.00 | -4,000 | -17.62 | 03-31-2024 |
ROCKPORT WEALTH LLC | Stock | 1302 | $342,188 | 18,658 | 0.00 | 18,658 | +Inf | 03-31-2024 | |
POINTE CAPITAL MANAGEMENT LLC | Stock | 1303 | $342,188 | 18,658 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TYCHE WEALTH PARTNERS LLC | COM | 1304 | $341,252 | 18,607 | 0.00 | 0.00 | -104 | -0.56 | 03-31-2024 |