Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | Stock | 1851 | $210,000 | 104 | 0.02 | 104 | +Inf | 12-31-2022 | |
PROVENCE WEALTH MANAGEMENT GROUP | COM | 1852 | $368,911 | 104 | 0.00 | 0.00 | -22 | -17.46 | 12-31-2023 |
US ASSET MANAGEMENT LLC | COM | 1853 | $377,000 | 104 | 0.34 | 0.25 | 33 | 46.48 | 03-31-2024 |
FIVE OCEANS ADVISORS | COM | 1854 | $377,300 | 104 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |