Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 4251 | $23,308 | 467 | 0.00 | 0.00 | 252 | 117.21 | 03-31-2024 |
HORIZON FINANCIAL SERVICES LLC | Stock | 4252 | $23,058 | 462 | 0.00 | 462 | +Inf | 03-31-2024 | |
ULLAND INVESTMENT ADVISORS LLC | Stock | 4253 | $22,000 | 450 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
KNUFF & CO LLC | COM | 4254 | $22,330 | 442 | 0.00 | 0.00 | -899 | -67.04 | 12-31-2023 |