Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZRC WEALTH MANAGEMENT LLC | COM | 3951 | $351,131 | 2,164 | 0.00 | 0.00 | 1,739 | 409.18 | 03-31-2024 |
BEIRNE WEALTH CONSULTING SERVICES LLC | COM | 3952 | $317,328 | 2,163 | 0.00 | 2,163 | +Inf | 12-31-2023 | |
MGO PRIVATE WEALTH LLC | COM | 3953 | $350,785 | 2,162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEE FINANCIAL CO | COM | 3954 | $314,206 | 2,154 | 0.00 | 0.00 | 30 | 1.41 | 09-30-2023 |