Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWERPOINT WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 667 | +Inf | 12-31-2023 | |
PCA INVESTMENT ADVISORY SERVICES INC | COM | 2252 | $202,067 | 662 | 0.00 | 662 | +Inf | 06-30-2023 | |
INVESTMENT PARTNERS ASSET MANAGEMENT INC | COM | 2253 | $234,405 | 655 | 0.00 | 655 | +Inf | 03-31-2024 | |
ALLEN CAPITAL GROUP LLC | COM | 2254 | $233,706 | 653 | 0.00 | 653 | +Inf | 03-31-2024 |