Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARRET ASSET MANAGEMENT LLC | COM | 2151 | $403,000 | 1,166 | 0.00 | 0.05 | -15 | -1.27 | 03-31-2023 |
MEADOW CREEK WEALTH ADVISORS LLC | Common Stock | 2152 | $706,932 | 1,164 | 0.00 | 0.00 | 12 | 1.04 | 03-31-2024 |
ALTUS WEALTH GROUP LLC | COM | 2153 | $703,895 | 1,159 | 0.00 | 0.00 | -5 | -0.43 | 03-31-2024 |
VICUS CAPITAL | COM | Liquidated | $702,073 | 1,156 | 0.00 | 0.00 | 1,156 | +Inf | 03-31-2024 |