Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVENCE WEALTH MANAGEMENT GROUP | COM | 2351 | $955,157 | 1,601 | 0.00 | 0.00 | 480 | 42.82 | 12-31-2023 |
ANGLEPOINT ASSET MANAGEMENT LTD | COM | 2352 | $954,560 | 1,600 | 0.00 | 1,600 | +Inf | 12-31-2023 | |
NISHKAMA CAPITAL LLC | COM | 2353 | $954,560 | 1,600 | 0.00 | 0.00 | -33,149 | -95.40 | 12-31-2023 |
PINNACLE ADVISORY GROUP INC | COM | 2354 | $761,000 | 1,600 | 0.04 | 1,600 | +Inf | 03-31-2021 |