Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FULTON BANK NA | COM | 351 | $257,869 | 1,018 | 0.00 | 1,018 | +Inf | 03-31-2024 | |
WEALTH ALLIANCE | COM | 352 | $241,542 | 1,010 | 0.00 | 0.00 | -8 | -0.79 | 12-31-2023 |
NWAM LLC | COM | 353 | $239,070 | 1,000 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 354 | $233,333 | 976 | 0.00 | 976 | +Inf | 12-31-2023 |