Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BIRCHCREEK WEALTH MANAGEMENT LLC | COM | 1901 | $273,505 | 2,320 | 0.00 | 2,320 | +Inf | 03-31-2024 | |
HENNION & WALSH ASSET MANAGEMENT INC | COM | 1902 | $272,915 | 2,315 | 0.00 | 2,315 | +Inf | 03-31-2024 | |
ROMANO BROTHERS AND COMPANY | COM | 1903 | $272,915 | 2,315 | 0.00 | 0.00 | -75 | -3.14 | 03-31-2024 |
PHYSICIAN WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 2,261 | +Inf | 03-31-2024 |