Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINGERLAKES WEALTH MANAGEMENT INC | CAP STK CL A | 4101 | $752,597 | 4,986 | 0.00 | 0.00 | 368 | 7.97 | 03-31-2024 |
BENEDETTI & GUCER INC | CAP STK CL A | 4102 | $696,215 | 4,984 | 0.00 | 4,984 | +Inf | 12-31-2023 | |
CLARITY FINANCIAL LLC | CAP STK CL A | 4103 | $748,031 | 4,956 | 0.00 | 0.00 | 227 | 4.80 | 03-31-2024 |
INVESTMENT ADVISORY GROUP LLC | CAP STK CL A | 4104 | $747,254 | 4,951 | 0.00 | 0.00 | -31 | -0.62 | 03-31-2024 |