Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WFA OF SAN DIEGO LLC | COM | 2901 | $36,570 | 395 | 0.00 | 395 | +Inf | 09-30-2023 | |
BROMFIELD SNEIDER WEALTH ADVISORS | COM | 2902 | $36,098 | 394 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DHJJ FINANCIAL ADVISORS LTD | COM | 2903 | $35,641 | 389 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOUNDERS CAPITAL MANAGEMENT | COM | 2904 | $34,724 | 379 | 0.00 | 0.00 | -130 | -25.54 | 03-31-2024 |