Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STOKES FAMILY OFFICE LLC | COM | 1451 | $423,182 | 884 | 0.00 | 0.00 | 17 | 1.96 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | COM | 1452 | $422,657 | 883 | 0.00 | 0.00 | -187 | -17.48 | 03-31-2024 |
CROSSVAULT CAPITAL MANAGEMENT LLC | COM | 1453 | $421,000 | 880 | 0.17 | 0.13 | 0 | 0.00 | 06-30-2022 |
CRANBROOK WEALTH MANAGEMENT LLC | COM | 1454 | $416,913 | 871 | 0.00 | 0.00 | 58 | 7.13 | 03-31-2024 |