Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 2501 | $48,090 | 670 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL TRUST ASSET MANAGEMENT LLC | COM | 2502 | $47,564 | 663 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 2503 | $50,207 | 662 | 0.00 | 0.00 | -67 | -9.19 | 03-31-2024 |
CETERA TRUST COMPANY NA | COM | 2504 | $46,631 | 650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |