Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAIRHAVEN WEALTH MANAGEMENT LLC | COM | 2601 | $744,637 | 2,511 | 0.00 | 0.00 | -134 | -5.07 | 12-31-2023 |
ATLAS PRIVATE WEALTH MANAGEMENT LLC | Stock | 2602 | $707,733 | 2,510 | 0.00 | 0.00 | 195 | 8.42 | 03-31-2024 |
TITLEIST ASSET MANAGEMENT LTD | COM | 2603 | $661,340 | 2,510 | 0.00 | 0.14 | -45 | -1.76 | 12-31-2022 |
HOLLAND ADVISORY SERVICES INC | COM | 2604 | $743,091 | 2,506 | 0.00 | 0.00 | 13 | 0.52 | 12-31-2023 |