Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPTON WEALTH ADVISORY GROUP LLC | COM | 2501 | $1,497,668 | 9,231 | 0.00 | 0.00 | 261 | 2.91 | 03-31-2024 |
WEALTHSHIELD PARTNERS LLC | COM | 2502 | $1,496,435 | 9,223 | 0.00 | 0.00 | -971 | -9.53 | 03-31-2024 |
BEACON FINANCIAL GROUP | COM | 2503 | $1,351,445 | 9,222 | 0.00 | 0.20 | -111 | -1.19 | 12-31-2023 |
GILMAN HILL ASSET MANAGEMENT LLC | COM | 2504 | $1,495,252 | 9,216 | 0.00 | 0.00 | -57 | -0.61 | 03-31-2024 |