Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VITALSTONE FINANCIAL LLC | Stock | 1601 | $4,000 | 16 | 0.00 | 0.41 | -1,824 | -99.13 | 12-31-2023 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 1602 | $4,358 | 16 | 0.00 | 16 | +Inf | 12-31-2023 | |
DINUZZO PRIVATE WEALTH INC | COM | 1603 | $4,981 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
GENEOS WEALTH MANAGEMENT INC | COM | 1604 | $4,980 | 16 | 0.00 | 0.00 | 12 | 300.00 | 03-31-2024 |