Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 2551 | $551,457 | 12,485 | 0.00 | 0.00 | -844 | -6.33 | 03-31-2024 |
THRIVE CAPITAL MANAGEMENT LLC | COM | 2552 | $625,979 | 12,457 | 0.00 | 0.00 | -112 | -0.89 | 12-31-2023 |
QUENT CAPITAL LLC | Stock | 2553 | $549,818 | 12,448 | 0.00 | 0.00 | 162 | 1.32 | 03-31-2024 |
INTEGRIS WEALTH MANAGEMENT LLC | COM | 2554 | $548,989 | 12,429 | 0.00 | 0.00 | -550 | -4.24 | 03-31-2024 |