Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONE POINT WEALTH LLC | COM | 2201 | $508,287 | 1,950 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT LLC | COM | 2202 | $507,244 | 1,946 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
QUENT CAPITAL LLC | Stock | 2203 | $506,068 | 1,941 | 0.00 | 0.00 | 355 | 22.38 | 12-31-2023 |
SUMMIT FINANCIAL WEALTH ADVISORS LLC | COM | 2204 | $505,680 | 1,940 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |