Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUANTUM PRIVATE WEALTH LLC | COM | 2001 | $329,317 | 1,545 | 0.00 | 0.00 | 15 | 0.98 | 03-31-2024 |
DRAKE & ASSOCIATES LLC | COM | 2002 | $328,728 | 1,542 | 0.00 | 0.00 | -110 | -6.66 | 03-31-2024 |
TRILOGY CAPITAL INC | COM | 2003 | $328,687 | 1,542 | 0.00 | 1,542 | +Inf | 03-31-2024 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 2004 | $328,010 | 1,539 | 0.00 | 0.00 | 341 | 28.46 | 03-31-2024 |