Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALVUS WEALTH MANAGEMENT LLC | COM | 2851 | $412,731 | 818 | 0.00 | 0.00 | -359 | -30.50 | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | COM | 2852 | $487,423 | 817 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL COUNSEL LLC/NY | COM | 2853 | $398,527 | 815 | 0.00 | 0.00 | -54 | -6.21 | 06-30-2023 |
CAPITAL WEALTH PLANNING LLC | COM | 2854 | $485,632 | 814 | 0.00 | 0.00 | -163 | -16.68 | 12-31-2023 |