Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMELIORA WEALTH MANAGEMENT LTD | COM | 1651 | $529,685 | 1,245 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GOLDEN STATE EQUITY PARTNERS | COM | 1652 | $454,205 | 1,243 | 0.00 | 0.00 | 218 | 21.27 | 09-30-2023 |
WAMBOLT & ASSOCIATES LLC | COM | 1653 | $530,873 | 1,243 | 0.00 | 0.00 | 14 | 1.14 | 03-31-2024 |
COUNTRY CLUB TRUST COMPANY NA | COM | 1654 | $582,000 | 1,238 | 0.05 | 0.05 | 0 | 0.00 | 12-31-2021 |