Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON FINANCIAL GROUP | COM | 2451 | $407,635 | 837 | 0.00 | 0.06 | -115 | -12.08 | 12-31-2023 |
KOWAL INVESTMENT GROUP LLC | COM | 2452 | $506,989 | 835 | 0.00 | 835 | +Inf | 03-31-2024 | |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 2453 | $506,513 | 834 | 0.00 | 0.00 | 322 | 62.89 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 2454 | $505,906 | 833 | 0.00 | 0.00 | 39 | 4.91 | 03-31-2024 |