Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARIVEST ASSET MANAGEMENT LLC | COM | 1701 | $7,858 | 5 | 0.00 | 5 | +Inf | 12-31-2023 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 150.00 | 12-31-2023 |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 1703 | $6,048 | 4 | 0.00 | 0.00 | -1 | -20.00 | 03-31-2024 |
VALLEY WEALTH MANAGERS INC | Stock | 1704 | $6,286 | 4 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |