Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMELIORA WEALTH MANAGEMENT LTD | COM | 1751 | $617,568 | 3,200 | 0.00 | 0.00 | 1,000 | 45.45 | 03-31-2024 |
KEUDELL/MORRISON WEALTH MANAGEMENT | COM | 1752 | $832,287 | 3,193 | 0.00 | 0.00 | -78 | -2.38 | 12-31-2023 |
UNIONVIEW LLC | COM | 1753 | $831,245 | 3,189 | 0.00 | 0.00 | -30 | -0.93 | 12-31-2023 |
BISON WEALTH LLC | COM | 1754 | $828,241 | 3,177 | 0.00 | 0.00 | 37 | 1.18 | 12-31-2023 |