Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 1751 | $10,238 | 163 | 0.00 | 163 | +Inf | 03-31-2024 | |
VALLEY WEALTH MANAGERS INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MV CAPITAL MANAGEMENT INC | COM | 1753 | $9,359 | 149 | 0.00 | 0.00 | -181 | -54.85 | 03-31-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 1754 | $11,000 | 148 | 0.00 | 0.00 | 73 | 97.33 | 03-31-2023 |