Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 3801 | $219,118 | 777 | 0.00 | 0.00 | -51 | -6.16 | 03-31-2024 |
STUART CHAUSSEE & ASSOCIATES INC | Common | 3802 | $192,000 | 777 | 0.09 | 0.07 | 52 | 7.17 | 03-31-2022 |
CAPSTONE WEALTH MANAGEMENT GROUP LLC | COM | 3803 | $219,106 | 777 | 0.00 | 0.00 | 2 | 0.26 | 03-31-2024 |
ELEVATUS WELATH MANAGEMENT | COM | 3804 | $230,233 | 776 | 0.00 | 776 | +Inf | 12-31-2023 |