Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 3201 | $115,000 | 1,335 | 0.08 | 0.00 | 1,325 | 13250.00 | 09-30-2022 |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 3202 | $346,000 | 1,330 | 0.08 | 0.09 | -52 | -3.76 | 09-30-2021 |
ALPHAMARK ADVISORS LLC | COM | 3203 | $89,000 | 1,325 | 0.03 | 0.03 | -65 | -4.68 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | COM | 3204 | $99,481 | 1,310 | 0.00 | 0.01 | -486 | -27.06 | 03-31-2023 |