Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHASTAR CAPITAL MANAGEMENT LLC | COM | 1951 | $236,797 | 914 | 0.00 | 914 | +Inf | 03-31-2024 | |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1952 | $176,000 | 913 | 0.02 | 0.03 | 0 | 0.00 | 06-30-2023 |
PHILIP JAMES WEALTH MANGEMENT LLC | COM | 1953 | $236,706 | 913 | 0.00 | 0.00 | -550 | -37.59 | 03-31-2024 |
FAIRFIELD BUSH & CO | Stock | 1954 | $236,327 | 912 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |