Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATOS INVESTMENT MANAGEMENT LLC | COM | 1701 | $236,005 | 1,921 | 0.00 | 0.00 | 200 | 11.62 | 03-31-2024 |
1900 WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,919 | +Inf | 12-31-2023 | |
ARS WEALTH ADVISORS GROUP LLC | COM | 1703 | $235,031 | 1,913 | 0.00 | 0.00 | -176 | -8.43 | 03-31-2024 |
WILKINS INVESTMENT COUNSEL INC | Stock | 1704 | $234,671 | 1,911 | 0.00 | 1,911 | +Inf | 03-31-2024 |