Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIN STREET RESEARCH LLC | COM | 3351 | $450,477 | 2,556 | 0.00 | 0.00 | 64 | 2.57 | 03-31-2024 |
HUBBELL STRICKLAND WEALTH MANAGEMENT LLC | COM | 3352 | $446,928 | 2,554 | 0.00 | 0.00 | -44 | -1.69 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 3353 | $445,841 | 2,548 | 0.00 | 0.00 | 128 | 5.29 | 03-31-2024 |
AFFINITY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |