Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZONS WEALTH MANAGEMENT | Stock | 3401 | $62,251 | 211 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ENTRYPOINT CAPITAL LLC | COM | 3402 | $62,386 | 211 | 0.00 | 211 | +Inf | 12-31-2023 | |
ATLANTIC PRIVATE WEALTH LLC | Com | 3403 | $62,027 | 210 | 0.00 | 0.00 | 1 | 0.48 | 12-31-2023 |
BKM WEALTH MANAGEMENT LLC | COM | 3404 | $76,996 | 210 | 0.00 | 0.00 | -296 | -58.50 | 03-31-2024 |