Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE ASSET MANAGEMENT INC | Common Stock | 1901 | $271,978 | 1,970 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CHESAPEAKE WEALTH MANAGEMENT | COM | 1902 | $254,431 | 1,967 | 0.00 | 0.00 | 112 | 6.04 | 03-31-2024 |
MOSELEY INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUNPOINTE LLC | COM | 1904 | $256,068 | 1,961 | 0.00 | 0.00 | 51 | 2.67 | 03-31-2024 |