Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 5101 | $66,929 | 427 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NEWSQUARE CAPITAL LLC | Stock | 5102 | $67,347 | 426 | 0.00 | 0.00 | -334 | -43.95 | 03-31-2024 |
TURIM 21 INVESTIMENTOS LTDA | COM | 5103 | $67,231 | 425 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 5104 | $67,073 | 424 | 0.00 | 424 | +Inf | 03-31-2024 |