Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTRESS WEALTH MANAGEMENT INC | COM | 4851 | $266,399 | 1,330 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PHYSICIAN WEALTH ADVISORS INC | COM | 4852 | $239,741 | 1,326 | 0.00 | 1,326 | +Inf | 03-31-2024 | |
LINKER CAPITAL MANAGEMENT INC | COM | 4853 | $191,690 | 1,318 | 0.00 | 1,318 | +Inf | 06-30-2023 | |
EATON-CAMBRIDGE INC | COM | 4854 | $223,852 | 1,316 | 0.00 | 1,316 | +Inf | 12-31-2023 |