Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 1651 | $111,197 | 528 | 0.00 | 0.00 | 49 | 10.23 | 12-31-2023 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 1652 | $110,161 | 523 | 0.00 | 0.00 | 88 | 20.23 | 12-31-2023 |
ARLINGTON TRUST CO LLC | COM | 1653 | $111,951 | 520 | 0.00 | 0.00 | -20 | -3.70 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 52 | 11.56 | 03-31-2024 |