Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVOKE WEALTH LLC | COM | 1851 | $236,642 | 501 | 0.00 | 501 | +Inf | 12-31-2023 | |
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 1852 | $235,780 | 500 | 0.00 | 0.00 | -25 | -4.76 | 12-31-2023 |
FMA WEALTH MANAGEMENT LLC | COM | 1853 | $259,270 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
HARBOUR CAPITAL ADVISORS LLC | COM | 1854 | $249,610 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |