Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MALAGA COVE CAPITAL LLC | COM | 2051 | $4,416,306 | 25,963 | 0.00 | 0.00 | -1,269 | -4.66 | 12-31-2023 |
ROWLANDMILLER & PARTNERSADV | COM | 2052 | $5,200,567 | 25,963 | 0.00 | 0.00 | 2,126 | 8.92 | 03-31-2024 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 2053 | $5,187,507 | 25,899 | 0.00 | 0.00 | 1,945 | 8.12 | 03-31-2024 |
ACCURATE WEALTH MANAGEMENT LLC | COM | 2054 | $3,820,020 | 25,891 | 0.00 | 0.00 | 1,314 | 5.35 | 09-30-2023 |