Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 169 | 13.75 | 12-31-2023 |
BDO WEALTH ADVISORS LLC | COM | 1852 | $152,703 | 1,365 | 0.00 | 0.00 | 20 | 1.49 | 06-30-2023 |
NAPLES MONEY MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,362 | +Inf | 03-31-2024 | |
GOALVEST ADVISORY LLC | Stock | 1854 | $165,534 | 1,348 | 0.00 | 0.00 | 595 | 79.02 | 03-31-2024 |