Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST TOWER GROUP LLC | COM | 501 | $58,205 | 1,091 | 0.00 | 0.00 | 916 | 523.43 | 12-31-2023 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 502 | $60,864 | 979 | 0.00 | 979 | +Inf | 03-31-2024 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 503 | $20,000 | 788 | 0.00 | 0.00 | -100 | -11.26 | 09-30-2021 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 504 | $40,013 | 750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |