Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBURST FINANCIAL GROUP LLC | COM | 3551 | $204,011 | 6,059 | 0.00 | 6,059 | +Inf | 12-31-2023 | |
ARBOR WEALTH MANAGEMENT LLC | COM | 3552 | $269,000 | 6,047 | 0.06 | 0.06 | 152 | 2.58 | 12-31-2021 |
FIELDER CAPITAL GROUP LLC | COM | 3553 | $203,238 | 6,036 | 0.00 | 6,036 | +Inf | 12-31-2023 | |
MODUS ADVISORS LLC | Stock | 3554 | $228,430 | 6,024 | 0.00 | 6,024 | +Inf | 03-31-2024 |