Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
O'BRIEN WEALTH PARTNERS LLC | COM | 4701 | $51,146 | 418 | 0.00 | 418 | +Inf | 03-31-2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 4702 | $37,470 | 415 | 0.00 | 0.00 | -96 | -18.79 | 12-31-2023 |
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | 4703 | $50,412 | 412 | 0.00 | 0.00 | 100 | 32.05 | 03-31-2024 |
AVONDALE WEALTH MANAGEMENT | Stock | 4704 | $36,748 | 407 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |