Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD CAPITAL WEALTH ADVISORS | COM | 1451 | $2,253,005 | 44,836 | 0.00 | 0.00 | -532 | -1.17 | 12-31-2023 |
CIGNA INVESTMENTS INC /NEW | Common Stock | 1452 | $1,972,000 | 44,639 | 0.37 | 0.36 | -41 | -0.09 | 03-31-2024 |
MIDWEST PROFESSIONAL PLANNERS LTD | COM | 1453 | $2,242,661 | 44,630 | 0.00 | 0.00 | 2,725 | 6.50 | 12-31-2023 |
QUADCAP WEALTH MANAGEMENT LLC | COM | 1454 | $2,241,818 | 44,613 | 0.00 | 44,613 | +Inf | 12-31-2023 |