Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GARDE CAPITAL INC | Equities | 3251 | $538,000 | 1,021 | 0.04 | 0.08 | -923 | -47.48 | 12-31-2023 |
GABLES CAPITAL MANAGEMENT INC | COM | 3252 | $520,000 | 1,020 | 0.33 | 0.26 | 0 | 0.00 | 03-31-2022 |
BILL FEW ASSOCIATES INC | COM | 3253 | $504,099 | 1,019 | 0.00 | 0.00 | 375 | 58.23 | 03-31-2024 |
BCS WEALTH MANAGEMENT | COM | 3254 | $504,000 | 1,019 | 0.16 | 0.20 | -31 | -2.95 | 03-31-2024 |