Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JGP WEALTH MANAGEMENT LLC | COM | 701 | $1,061,384 | 18,325 | 0.00 | 0.00 | -4,421 | -19.44 | 03-31-2024 |
UNITED ASSET STRATEGIES INC | COM | 702 | $1,058,604 | 18,277 | 0.00 | 0.00 | 1,392 | 8.24 | 03-31-2024 |
TRITONPOINT WEALTH LLC | COM | 703 | $943,789 | 18,248 | 0.00 | 0.00 | -1,129 | -5.83 | 03-31-2024 |
CENTAURUS FINANCIAL INC | COM | 704 | $1,054,000 | 18,206 | 0.07 | 0.08 | 8,406 | 85.78 | 03-31-2024 |