Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WNY ASSET MANAGEMENT LLC | COM | 1751 | $260,095 | 3,717 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
BANK OF STOCKTON | Equities | 1752 | $283,483 | 3,696 | 0.00 | 0.11 | -59 | -1.57 | 06-30-2023 |
IFG ADVISORY LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,043 | -22.04 | 03-31-2024 |
CORNERSTONE WEALTH GROUP LLC | COM | 1754 | $257,636 | 3,682 | 0.00 | 3,682 | +Inf | 03-31-2024 |