Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAIRMAN GROUP LLC | COM | 3901 | $51,683 | 1,535 | 0.00 | 1,535 | +Inf | 12-31-2023 | |
LAKE POINT WEALTH MANAGEMENT | COM | 3902 | $47,000 | 1,518 | 0.03 | 0.03 | 61 | 4.19 | 06-30-2022 |
MOISAND FITZGERALD TAMAYO LLC | COM | 3903 | $57,548 | 1,518 | 0.00 | 0.00 | -98 | -6.06 | 03-31-2024 |
VALLEY WEALTH MANAGERS INC | Stock | 3904 | $50,505 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |