Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WALKER ASSET MANAGEMENT LLC | COM | 3601 | $341,029 | 1,949 | 0.00 | 0.00 | 7 | 0.36 | 03-31-2024 |
TCWP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -341 | -14.92 | 12-31-2023 |
WESPAC ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 224 | 13.02 | 03-31-2024 |
INSIGHT 2811 INC | COM | 3604 | $329,391 | 1,944 | 0.00 | 0.00 | -1,160 | -37.37 | 09-30-2023 |