Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
W ADVISORS LLC | COM | 2051 | $858,912 | 2,344 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 2052 | $858,566 | 2,343 | 0.00 | 0.00 | -966 | -29.19 | 03-31-2024 |
HOTALING INVESTMENT MANAGEMENT LLC | COM | 2053 | $561,000 | 2,342 | 0.25 | 0.19 | -29 | -1.22 | 12-31-2022 |
ARBOR WEALTH ADVISORS LLC | COM | 2054 | $856,347 | 2,337 | 0.00 | 2,337 | +Inf | 03-31-2024 |