Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GIBSON CAPITAL LLC | Stock | 4851 | $611,488 | 3,390 | 0.00 | 0.00 | 1,894 | 126.60 | 03-31-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 4852 | $430,801 | 3,389 | 0.00 | 0.00 | 141 | 4.34 | 09-30-2023 |
FAMILY FIRM INC | Stock | 4853 | $513,557 | 3,380 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
THREE BRIDGE WEALTH ADVISORS LLC | COM | 4854 | $513,557 | 3,380 | 0.00 | 0.00 | -171 | -4.82 | 12-31-2023 |