Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELEVATED CAPITAL ADVISORS LLC | COM | 2451 | $342,782 | 1,505 | 0.00 | 0.00 | -16 | -1.05 | 03-31-2024 |
NWAM LLC | COM | 2452 | $281,890 | 1,505 | 0.00 | 1,505 | +Inf | 12-31-2023 | |
AMPLIUS WEALTH ADVISORS LLC | COM | 2453 | $281,010 | 1,500 | 0.00 | 0.00 | 40 | 2.74 | 12-31-2023 |
WIMMER ASSOCIATES 1 LLC | COM | 2454 | $223,785 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |