Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRITON WEALTH MANAGEMENT PLLC | COM | 3151 | $200,026 | 1,944 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 3152 | $175,765 | 1,923 | 0.00 | 0.00 | 8 | 0.42 | 03-31-2024 |
AJ ADVISORS LLC | COM | 3153 | $200,247 | 1,923 | 0.00 | 1,923 | +Inf | 03-31-2023 | |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 3154 | $184,000 | 1,920 | 0.00 | 0.00 | 1,700 | 772.73 | 12-31-2023 |