Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT INVESTMENT ADVISORS INC | STOCK | 2501 | $710,156 | 2,858 | 0.00 | 0.00 | -2,860 | -50.02 | 12-31-2023 |
MERIDIAN WEALTH PARTNERS LLC | COM | 2502 | $502,408 | 2,858 | 0.00 | 0.00 | 886 | 44.93 | 03-31-2024 |
MORENO EVELYN V | Com | 2503 | $709,410 | 2,855 | 0.00 | 0.00 | -93 | -3.15 | 12-31-2023 |
WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO | COM | 2504 | $501,705 | 2,854 | 0.00 | 0.00 | 161 | 5.98 | 03-31-2024 |