Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK PLACE CAPITAL CORP | Stock | 1901 | $319,124 | 4,145 | 0.00 | 0.00 | -574 | -12.16 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM | 1902 | $253,422 | 4,116 | 0.00 | 0.00 | 803 | 24.24 | 12-31-2023 |
PFW ADVISORS LLC | COM | 1903 | $315,967 | 4,104 | 0.00 | 0.00 | 57 | 1.41 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 1904 | $314,890 | 4,090 | 0.00 | 0.00 | 100 | 2.51 | 03-31-2024 |