Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DB WEALTH MANAGEMENT GROUP LLC | Common Stock | 4301 | $153,403 | 1,699 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TATRO CAPITAL LLC | COM | 4302 | $231,000 | 1,685 | 0.17 | 0.19 | -37 | -2.15 | 03-31-2022 |
SAGE RHINO CAPITAL LLC | COM | 4303 | $205,784 | 1,682 | 0.00 | 1,682 | +Inf | 03-31-2024 | |
HHM WEALTH ADVISORS LLC | COM | 4304 | $151,868 | 1,682 | 0.00 | 0.00 | -94 | -5.29 | 12-31-2023 |