Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE PORTFOLIO PARTNERS LLC | COM | 3301 | $478,199 | 4,645 | 0.00 | 0.00 | -20 | -0.43 | 09-30-2023 |
UNITED BANK | COMMON STOCK | 3302 | $505,962 | 4,641 | 0.00 | 0.00 | -62 | -1.32 | 12-31-2023 |
SAX WEALTH ADVISORS LLC | COM | 3303 | $505,281 | 4,635 | 0.00 | 0.00 | 603 | 14.96 | 12-31-2023 |
ARKOS GLOBAL ADVISORS | Stock | 3304 | $476,000 | 4,625 | 0.10 | 0.09 | 332 | 7.73 | 09-30-2023 |