Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 2501 | $1,070,069 | 8,745 | 0.00 | 0.00 | -350 | -3.85 | 03-31-2024 |
OPINICUS CAPITAL INC | COM | 2502 | $1,069,628 | 8,742 | 0.00 | 0.00 | -85 | -0.96 | 03-31-2024 |
US ASSET MANAGEMENT LLC | COM | 2503 | $1,068,000 | 8,726 | 0.96 | 0.79 | -108 | -1.22 | 03-31-2024 |
IFG ADVISORY LLC | Common Stock | 2504 | $787,570 | 8,722 | 0.00 | 0.00 | 208 | 2.44 | 12-31-2023 |