Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIANCE CAPITAL PARTNERS LLC | SHS | 1701 | $491,754 | 2,042 | 0.00 | 0.00 | -200 | -8.92 | 12-31-2023 |
PENOBSCOT WEALTH MANAGEMENT | SHS | 1702 | $637,000 | 2,036 | 0.40 | 1.15 | -5,066 | -71.33 | 03-31-2024 |
PROFICIO CAPITAL PARTNERS LLC | SHS | 1703 | $635,163 | 2,031 | 0.00 | 0.00 | 190 | 10.32 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | Stock | 1704 | $318,000 | 2,023 | 0.03 | 2,023 | +Inf | 12-31-2022 |