Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARISI GRAY WEALTH MANAGEMENT | COM | 4301 | $306,264 | 2,635 | 0.00 | 0.00 | 220 | 9.11 | 03-31-2024 |
INSIGHT 2811 INC | COM | 4302 | $309,413 | 2,631 | 0.00 | 0.00 | -98 | -3.59 | 09-30-2023 |
WERLINICH ASSET MANAGEMENT LLC | COM | 4303 | $302,026 | 2,627 | 0.00 | 2,627 | +Inf | 03-31-2024 | |
IRON HORSE WEALTH MANAGEMENT LLC | COM | 4304 | $304,260 | 2,618 | 0.00 | 0.00 | 116 | 4.64 | 03-31-2024 |