Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUTTON WEALTH ADVISORS INC | Stock | 3751 | $33,630 | 2,239 | 0.00 | 0.00 | -1,694 | -43.07 | 09-30-2023 |
PRIVATE OCEAN LLC | COM | 3752 | $38,961 | 2,214 | 0.00 | 0.00 | 302 | 15.79 | 03-31-2024 |
KOZAK & ASSOCIATES INC | Stock | 3753 | $36,226 | 2,203 | 0.00 | 0.00 | -227 | -9.34 | 12-31-2023 |
LOWE WEALTH ADVISORS LLC | COM | 3754 | $42,023 | 2,183 | 0.00 | 0.00 | -987 | -31.14 | 03-31-2023 |