Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GITTERMAN WEALTH MANAGEMENT LLC | COM | 2451 | $373,959 | 3,895 | 0.00 | 0.00 | -300 | -7.15 | 12-31-2023 |
SOLIDARITY WEALTH LLC | COM | 2452 | $373,383 | 3,889 | 0.00 | 0.00 | -17,241 | -81.59 | 12-31-2023 |
WILLNER & HELLER LLC | COM | 2453 | $372,917 | 3,884 | 0.00 | 0.49 | 261 | 7.20 | 12-31-2023 |
ALLEGIANT PRIVATE ADVISORS LLC | COM | 2454 | $434,000 | 3,884 | 0.07 | 0.09 | -556 | -12.52 | 06-30-2021 |