Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MURPHY MIDDLETON HINKLE & PARKER INC | COM | 2951 | $215,579 | 12,249 | 0.00 | 0.00 | -640 | -4.97 | 03-31-2024 |
BLODGETT WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.33 | -1,946 | -13.72 | 12-31-2023 |
VANGUARD CAPITAL WEALTH ADVISORS | COM | 2953 | $205,184 | 12,228 | 0.00 | 0.00 | -84 | -0.68 | 12-31-2023 |
ROSENBERG MATTHEW HAMILTON | Stock | 2954 | $183,586 | 12,223 | 0.00 | 0.00 | -1,430 | -10.47 | 09-30-2023 |