Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IVC WEALTH ADVISORS LLC | COM NEW | 2251 | $224,666 | 2,386 | 0.00 | 0.00 | 14 | 0.59 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 2252 | $194,130 | 2,377 | 0.00 | 0.00 | 61 | 2.63 | 09-30-2023 |
HORIZON WEALTH MANAGEMENT LLC | COM NEW | 2253 | $223,258 | 2,371 | 0.00 | 0.00 | 84 | 3.67 | 03-31-2024 |
WEALTHCARE ADVISORY PARTNERS LLC | COM NEW | 2254 | $223,281 | 2,371 | 0.00 | 2,371 | +Inf | 03-31-2024 |