Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARMSTRONG FLEMING & MOORE INC | COM | 2651 | $675,460 | 7,566 | 0.00 | 7,566 | +Inf | 06-30-2023 | |
ERN FINANCIAL LLC | COM | 2652 | $925,278 | 7,562 | 0.00 | 0.00 | -826 | -9.85 | 03-31-2024 |
WESCAP MANAGEMENT GROUP INC | COM | 2653 | $681,797 | 7,551 | 0.00 | 0.00 | -215 | -2.77 | 12-31-2023 |
HALL PRIVATE WEALTH ADVISORS | COM | 2654 | $755,481 | 7,545 | 0.00 | 0.40 | 110 | 1.48 | 03-31-2023 |