Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CGC FINANCIAL SERVICES LLC | COM | 3151 | $328,130 | 550 | 0.00 | 550 | +Inf | 12-31-2023 | |
CORE WEALTH PARTNERS LLC | COM | 3152 | $277,531 | 550 | 0.00 | 0.00 | 50 | 10.00 | 03-31-2024 |
BARD FINANCIAL SERVICES INC | COM | 3153 | $328,130 | 550 | 0.00 | 550 | +Inf | 12-31-2023 | |
CERRO PACIFIC WEALTH ADVISORS LLC | COM | 3154 | $211,954 | 550 | 0.00 | 550 | +Inf | 03-31-2023 |