Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 3551 | $244,000 | 987 | 0.07 | 0.04 | 104 | 11.78 | 06-30-2022 |
TIMESCALE FINANCIAL INC | COM | 3552 | $293,855 | 985 | 0.00 | 985 | +Inf | 06-30-2023 | |
BENCHMARK FINANCIAL WEALTH ADVISORS LLC | COM | 3553 | $277,597 | 985 | 0.00 | 0.00 | 193 | 24.37 | 03-31-2024 |
GITTERMAN WEALTH MANAGEMENT LLC | COM | 3554 | $290,284 | 979 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |