Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOX HILL WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 2,005 | +Inf | 12-31-2023 | |
STRATEGIC EQUITY MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.05 | 12-31-2023 |
EPIQ CAPITAL GROUP LLC | COM | 4503 | $200,164 | 2,002 | 0.00 | 2,002 | +Inf | 12-31-2023 | |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 4504 | $232,596 | 2,001 | 0.00 | 0.00 | 1,031 | 106.29 | 03-31-2024 |