Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS WEALTH SERVICES LLC | COM | 2051 | $457,368 | 2,876 | 0.00 | 0.00 | 9 | 0.31 | 09-30-2023 |
FINANCIAL ADVISORY GROUP | COM | 2052 | $501,028 | 2,876 | 0.00 | 0.00 | 20 | 0.70 | 03-31-2024 |
EMPIRICAL ASSET MANAGEMENT LLC | COM | 2053 | $500,890 | 2,875 | 0.00 | 0.00 | -144 | -4.77 | 03-31-2024 |
RICHARD W PAUL & ASSOCIATES LLC | COM | 2054 | $499,352 | 2,866 | 0.00 | 0.00 | 119 | 4.33 | 03-31-2024 |