Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OUTLOOK WEALTH ADVISORS LLC | COM | 3851 | $204,261 | 724 | 0.00 | 0.00 | 1 | 0.14 | 03-31-2024 |
HALL LAURIE J TRUSTEE | COM | 3852 | $204,000 | 724 | 0.07 | 0.09 | -75 | -9.39 | 03-31-2024 |
TANDEM INVESTMENT ADVISORS INC | COM | 3853 | $204,000 | 722 | 0.01 | 0.01 | -68 | -8.61 | 03-31-2024 |
MONTIS FINANCIAL LLC | COM | 3854 | $203,394 | 721 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |