Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GSB WEALTH MANAGEMENT LLC | COM | 1701 | $3,052,409 | 17,441 | 0.00 | 0.00 | 5 | 0.03 | 03-31-2024 |
LM KOHN & COMPANY | Common Stock | 1702 | $3,042,906 | 17,387 | 0.00 | 17,387 | +Inf | 03-31-2024 | |
ROCKLINE WEALTH MANAGEMENT LLC | COM | 1703 | $3,042,512 | 17,385 | 0.00 | 0.00 | 246 | 1.44 | 03-31-2024 |
MOSELEY INVESTMENT MANAGEMENT INC | COM | 1704 | $3,040,984 | 17,376 | 0.00 | 0.00 | 498 | 2.95 | 03-31-2024 |