Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAM INVESTMENT PARTNERS LLC | COM | 2951 | $355,246 | 704 | 0.00 | 0.00 | 269 | 61.84 | 03-31-2024 |
VALLEY WEALTH MANAGERS INC | Stock | 2952 | $417,620 | 700 | 0.00 | 0.00 | -4 | -0.57 | 12-31-2023 |
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 2953 | $342,000 | 700 | 0.03 | 0.03 | -383 | -35.36 | 06-30-2023 |
WOODWARD DIVERSIFIED CAPITAL LLC | COM | 2954 | $353,220 | 700 | 0.00 | 700 | +Inf | 03-31-2024 |