Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEACREST WEALTH MANAGEMENT LLC | COM | 1851 | $585,454 | 2,344 | 0.00 | 0.00 | -396 | -14.45 | 03-31-2024 |
LANDSBERG BENNETT & DUBBANEH LLC | COM | 1852 | $470,000 | 2,326 | 0.06 | 0.06 | 16 | 0.69 | 09-30-2021 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | COM | 1853 | $580,396 | 2,324 | 0.00 | 0.00 | -353 | -13.19 | 03-31-2024 |
TRUADVICE LLC | COM | 1854 | $529,183 | 2,316 | 0.00 | 0.00 | -370 | -13.78 | 09-30-2023 |