Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 3551 | $22,599 | 354 | 0.00 | 0.00 | 9 | 2.61 | 03-31-2024 |
AVION WEALTH | COM | 3552 | $23,000 | 353 | 0.01 | 0.01 | -55 | -13.48 | 03-31-2024 |
ALASKA PERMANENT FUND CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -15 | -4.13 | 03-31-2024 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 3554 | $75,289 | 345 | 0.00 | 345 | +Inf | 03-31-2020 |