Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OCTAVIA WEALTH ADVISORS LLC | COM | 1351 | $207,655 | 835 | 0.00 | 835 | +Inf | 03-31-2024 | |
WEALTHBRIDGE CAPITAL MANAGEMENT LLC | COM | 1352 | $206,888 | 835 | 0.00 | 835 | +Inf | 03-31-2024 | |
WEDMONT PRIVATE CAPITAL | COM | 1353 | $210,026 | 834 | 0.00 | 834 | +Inf | 03-31-2024 | |
QUADRANT PRIVATE WEALTH MANAGEMENT LLC | COM | 1354 | $207,439 | 834 | 0.00 | 834 | +Inf | 03-31-2024 |