Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPEROSE ADVISORS LLC | COMMON | 1851 | $138,224 | 2,810 | 0.00 | 0.00 | 2,385 | 561.18 | 03-31-2024 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 1852 | $136,000 | 2,771 | 0.12 | 2,771 | +Inf | 03-31-2024 | |
HILLTOP NATIONAL BANK | COM | 1853 | $134,830 | 2,741 | 0.00 | 2,741 | +Inf | 03-31-2024 | |
EVERMAY WEALTH MANAGEMENT LLC | COM | 1854 | $141,076 | 2,724 | 0.00 | 0.00 | -24 | -0.87 | 06-30-2023 |