Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVENCE WEALTH MANAGEMENT GROUP | COM | 3351 | $874,609 | 5,580 | 0.00 | 0.00 | 113 | 2.07 | 12-31-2023 |
MCNAUGHTON WEALTH MANAGEMENT LLC | COM | 3352 | $882,700 | 5,580 | 0.00 | 0.00 | 361 | 6.92 | 03-31-2024 |
LIBERTY CAPITAL MANAGEMENT INC | COM | 3353 | $881,751 | 5,574 | 0.00 | 0.00 | -162 | -2.82 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Equities | 3354 | $872,415 | 5,566 | 0.00 | 0.00 | 623 | 12.60 | 12-31-2023 |