Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEELE CAPITAL MANAGEMENT INC | COM | 2401 | $1,832,997 | 15,769 | 0.00 | 0.00 | 2 | 0.01 | 03-31-2024 |
ABERDEEN WEALTH MANAGEMENT LLC | COM | 2402 | $1,848,842 | 15,724 | 0.00 | 0.00 | 5 | 0.03 | 09-30-2023 |
UDINE WEALTH MANAGEMENT INC | COM | 2403 | $1,823,224 | 15,685 | 0.00 | 15,685 | +Inf | 03-31-2024 | |
CENTER FOR FINANCIAL PLANNING INC | COM | 2404 | $1,820,692 | 15,663 | 0.00 | 0.00 | 62 | 0.40 | 03-31-2024 |