Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 1351 | $42,880 | 1,186 | 0.00 | 0.00 | 133 | 12.63 | 12-31-2023 |
TOTH FINANCIAL ADVISORY CORP | COM | 1352 | $46,713 | 1,185 | 0.00 | 0.00 | -24,048 | -95.30 | 03-31-2024 |
CRANBROOK WEALTH MANAGEMENT LLC | COM | 1353 | $45,524 | 1,155 | 0.00 | 0.00 | 5 | 0.43 | 03-31-2024 |
LAUREL WEALTH ADVISORS LLC | COM | 1354 | $44,545 | 1,130 | 0.00 | 1,130 | +Inf | 03-31-2024 |