Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTIS GROUP ADVISORS LLC | Common Stock | 1401 | $6,042 | 78 | 0.00 | 0.00 | 39 | 100.00 | 12-31-2023 |
TRIBUTARY CAPITAL MANAGEMENT LLC | COM | 1402 | $6,031 | 78 | 0.00 | 78 | +Inf | 03-31-2024 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1403 | $5,876 | 76 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |