Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BICKLING FINANCIAL SERVICES INC | Stock | 3051 | $629,402 | 3,484 | 0.00 | 0.38 | 1 | 0.03 | 12-31-2022 |
APRICUS WEALTH LLC | COM | 3052 | $589,554 | 3,471 | 0.00 | 0.00 | 1,142 | 49.03 | 12-31-2023 |
NAUSET WEALTH MANAGEMENT LLC | COM | 3053 | $581,000 | 3,471 | 0.46 | 3,471 | +Inf | 03-31-2022 | |
LIFEPRO ASSET MANAGEMENT | COM | 3054 | $607,496 | 3,471 | 0.00 | 0.00 | 153 | 4.61 | 03-31-2024 |