Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUFFINGTON MOHR MCNEAL | Stock | 601 | $429,320 | 3,275 | 0.00 | 3,275 | +Inf | 03-31-2024 | |
ALPHASTAR CAPITAL MANAGEMENT LLC | COM | 602 | $429,185 | 3,274 | 0.00 | 0.00 | -2,561 | -43.89 | 03-31-2024 |
PURUS WEALTH MANAGEMENT LLC | COM | 603 | $353,837 | 3,269 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BALDWIN INVESTMENT MANAGEMENT LLC | Common Stock | 604 | $426,043 | 3,250 | 0.00 | 0.00 | -100 | -2.99 | 03-31-2024 |