Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISTA INVESTMENT MANAGEMENT | COM | 3551 | $491,681 | 3,355 | 0.00 | 0.00 | -15 | -0.45 | 12-31-2023 |
AFT FORSYTH & COMPANY INC | COM | 3552 | $543,213 | 3,348 | 0.00 | 0.00 | -625 | -15.73 | 03-31-2024 |
COOK WEALTH MANAGEMENT GROUP LLC | COM | 3553 | $508,537 | 3,343 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BEACON BRIDGE WEALTH PARTNERS LLC | COM | 3554 | $541,753 | 3,339 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |