Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN WEALTH MANAGEMENT INC | Stock | 2101 | $648,305 | 2,192 | 0.00 | 0.00 | 530 | 31.89 | 12-31-2023 |
PROVENCE WEALTH MANAGEMENT GROUP | COM | 2102 | $647,517 | 2,190 | 0.00 | 0.00 | 339 | 18.31 | 12-31-2023 |
HARVEST FUND MANAGEMENT CO LTD | COM | 2103 | $538,000 | 2,189 | 0.11 | 0.21 | -1,143 | -34.30 | 06-30-2023 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 2104 | $358,000 | 2,179 | 0.26 | 0.24 | 373 | 20.65 | 09-30-2022 |