Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL VALLEY ADVISORS LLC | COM | 2201 | $406,147 | 23,078 | 0.00 | 0.00 | 911 | 4.11 | 03-31-2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 2202 | $405,499 | 23,039 | 0.00 | 0.00 | -6,192 | -21.18 | 03-31-2024 |
ARKFELD WEALTH STRATEGIES LLC | COM | 2203 | $384,535 | 22,985 | 0.00 | 0.00 | -1,772 | -7.16 | 03-31-2024 |
HARBOR GROUP INC | COM | 2204 | $385,237 | 22,958 | 0.00 | 0.00 | -455 | -1.94 | 12-31-2023 |