Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS LLC | COM | 2501 | $166,891 | 3,826 | 0.00 | 0.00 | 828 | 27.62 | 03-31-2024 |
GARDE CAPITAL INC | Equities | 2502 | $154,000 | 3,820 | 0.01 | 0.02 | -567 | -12.92 | 12-31-2023 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 2503 | $166,279 | 3,812 | 0.00 | 3,812 | +Inf | 03-31-2024 | |
CHILTON CAPITAL MANAGEMENT LLC | COM | 2504 | $165,713 | 3,799 | 0.00 | 0.01 | -1,639 | -30.14 | 03-31-2024 |