Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | COM | 1951 | $216,000 | 1,840 | 0.04 | 1,840 | +Inf | 03-31-2024 | |
WEALTH ALLIANCE ADVISORY GROUP LLC | COM | 1952 | $216,682 | 1,838 | 0.00 | 1,838 | +Inf | 03-31-2024 | |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 1953 | $155,000 | 1,819 | 0.02 | 0.01 | 56 | 3.18 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 1954 | $213,126 | 1,808 | 0.00 | 0.00 | -226 | -11.11 | 03-31-2024 |