Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COSTON MCISAAC & PARTNERS | COMMON STOCK | 2401 | $32,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
HOEY INVESTMENTS INC | COM | 2402 | $19,076 | 200 | 0.00 | 0.00 | -12 | -5.66 | 06-30-2023 |
FSC WEALTH ADVISORS LLC | COM | 2403 | $32,505 | 199 | 0.00 | 0.00 | -323 | -61.88 | 03-31-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 2404 | $14,000 | 195 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |