Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ONE FINANCIAL CORP | CL A | 4401 | $270,000 | 1,216 | 0.19 | 0.16 | -2,785 | -69.61 | 03-31-2022 |
MASSO TORRENCE WEALTH MANAGEMENT INC | CL A | 4402 | $590,148 | 1,215 | 0.00 | 0.00 | -15 | -1.22 | 03-31-2024 |
ADVOCATE GROUP LLC | CL A | 4403 | $429,000 | 1,212 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MOSER WEALTH ADVISORS LLC | CL A | 4404 | $347,820 | 1,212 | 0.00 | 0.11 | 0 | 0.00 | 06-30-2023 |