Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 1351 | $398,933 | 3,069 | 0.00 | 0.00 | -64 | -2.04 | 12-31-2023 |
FORMIDABLE ASSET MANAGEMENT LLC | COM | 1352 | $522,312 | 3,060 | 0.00 | 0.00 | 888 | 40.88 | 03-31-2024 |
ELEMENT WEALTH LLC | COM | 1353 | $522,135 | 3,059 | 0.00 | 0.00 | 12 | 0.39 | 03-31-2024 |
KEUDELL/MORRISON WEALTH MANAGEMENT | COM | 1354 | $521,287 | 3,054 | 0.00 | 0.00 | 189 | 6.60 | 03-31-2024 |