Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTH FINANCIAL ADVISORY CORP | CALL | 4151 | $52,737 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
LOWE WEALTH ADVISORS LLC | COM | 4152 | $61,616 | 297 | 0.00 | 0.00 | -12 | -3.88 | 03-31-2023 |
ULLAND INVESTMENT ADVISORS LLC | Stock | 4153 | $52,000 | 295 | 0.04 | 0.19 | -455 | -60.67 | 03-31-2024 |
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 4154 | $51,859 | 295 | 0.00 | 0.00 | 166 | 128.68 | 03-31-2024 |