Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BIGSUR WEALTH MANAGEMENT LLC | CAP STK CL A | 5251 | $145,278 | 1,040 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BREITER CAPITAL MANAGEMENT INC | CAP STK CL A | 5252 | $2,879,000 | 1,035 | 1.42 | 1.47 | -2 | -0.19 | 03-31-2022 |
BARE FINANCIAL SERVICES INC | Stock | 5253 | $142,484 | 1,020 | 0.00 | 1,020 | +Inf | 12-31-2023 | |
FIRST NATIONAL BANK OF SOUTH MIAMI | COMMON STOCK | 5254 | $122,094 | 1,020 | 0.00 | 0.00 | -80 | -7.27 | 06-30-2023 |