Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST CAPITAL MANAGEMENT INC | COM NEW | 501 | $47,796 | 1,138 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM NEW | 502 | $47,674 | 1,100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 503 | $45,108 | 1,074 | 0.00 | 0.00 | 1,057 | 6217.65 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 504 | $42,252 | 1,006 | 0.00 | 1,006 | +Inf | 03-31-2024 |