Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINEWEAVER WEALTH ADVISORS LLC | COM | 2951 | $252,838 | 970 | 0.00 | 970 | +Inf | 12-31-2023 | |
BIRCH HILL INVESTMENT ADVISORS LLC | COM | 2952 | $252,840 | 970 | 0.00 | 970 | +Inf | 12-31-2023 | |
MAIN STREET FINANCIAL SOLUTIONS LLC | COM | 2953 | $252,109 | 967 | 0.00 | 0.00 | -1,477 | -60.43 | 12-31-2023 |
ALPHA OMEGA WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 966 | +Inf | 03-31-2024 |