Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | 2101 | $418,153 | 2,232 | 0.00 | 0.00 | 983 | 78.70 | 12-31-2023 |
SILVERLAKE WEALTH MANAGEMENT LLC | COM | 2102 | $507,585 | 2,229 | 0.00 | 0.00 | 100 | 4.70 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 2103 | $505,983 | 2,222 | 0.00 | 0.00 | -68 | -2.97 | 03-31-2024 |
PALISADES HUDSON ASSET MANAGEMENT LP | Com | 2104 | $416,000 | 2,221 | 0.20 | 0.18 | 4 | 0.18 | 12-31-2023 |