Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INNOVA WEALTH PARTNERS | COM | 2951 | $677,203 | 4,543 | 0.00 | 0.00 | 471 | 11.57 | 09-30-2023 |
MEASURED WEALTH PRIVATE CLIENT GROUP LLC | COM | 2952 | $827,253 | 4,543 | 0.00 | 0.00 | 3 | 0.07 | 03-31-2024 |
FORT PITT CAPITAL GROUP LLC | COM | 2953 | $826,734 | 4,540 | 0.00 | 0.00 | -307 | -6.33 | 03-31-2024 |
ODER INVESTMENT MANAGEMENT LLC | COM | 2954 | $826,129 | 4,537 | 0.00 | 0.00 | -508 | -10.07 | 03-31-2024 |