Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TANDEM WEALTH ADVISORS LLC | Stock | 2051 | $414,098 | 4,083 | 0.00 | 0.00 | -21 | -0.51 | 03-31-2024 |
LEWIS ASSET MANAGEMENT LLC | COM | 2052 | $412,992 | 4,072 | 0.00 | 0.00 | 343 | 9.20 | 03-31-2024 |
PROVENCE WEALTH MANAGEMENT GROUP | COM | 2053 | $381,994 | 4,072 | 0.00 | 0.00 | 260 | 6.82 | 12-31-2023 |
FULL SAIL CAPITAL LLC | COM | 2054 | $412,577 | 4,068 | 0.00 | 0.00 | -123 | -2.93 | 03-31-2024 |