Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BT WEALTH MANAGEMENT LLC | COM | 4251 | $2,971,000 | 9,635 | 0.77 | 1.25 | -4,106 | -29.88 | 03-31-2022 |
LIBRA WEALTH LLC | COM | 4252 | $3,618,178 | 9,622 | 0.00 | 0.00 | -138 | -1.41 | 12-31-2023 |
PRING TURNER CAPITAL GROUP INC | COM | 4253 | $3,617,505 | 9,620 | 0.00 | 0.00 | -116 | -1.19 | 12-31-2023 |
MASSACHUSETTS WEALTH MANAGEMENT | COM | 4254 | $4,045,223 | 9,615 | 0.00 | 0.00 | 362 | 3.91 | 03-31-2024 |