Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINGERLAKES WEALTH MANAGEMENT INC | COM | 3401 | $239,420 | 1,254 | 0.00 | 1,254 | +Inf | 03-31-2024 | |
WEST COAST FINANCIAL LLC | COM | 3402 | $239,082 | 1,252 | 0.00 | 1,252 | +Inf | 03-31-2024 | |
NAVPOINT FINANCIAL INC | COM | 3403 | $203,947 | 1,247 | 0.00 | 1,247 | +Inf | 12-31-2023 | |
HOLLAND ADVISORY SERVICES INC | COM | 3404 | $202,519 | 1,238 | 0.00 | 0.00 | -976 | -44.08 | 12-31-2023 |