Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARIES WEALTH MANAGEMENT | COM | 3051 | $242,834 | 1,679 | 0.00 | 1,679 | +Inf | 12-31-2023 | |
FOX HILL WEALTH MANAGEMENT | COM | 3052 | $283,578 | 1,675 | 0.00 | 1,675 | +Inf | 03-31-2024 | |
WEST FINANCIAL ADVISORS LLC | COM | 3053 | $283,409 | 1,674 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SENTRY LLC | COM | 3054 | $283,070 | 1,672 | 0.00 | 0.00 | 150 | 9.86 | 03-31-2024 |