Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EQUITABLE HOLDINGS INC | COM | 701 | $4,167,381 | 12,740 | 0.00 | 0.00 | 2,417 | 23.41 | 03-31-2023 |
GENEOS WEALTH MANAGEMENT INC | COM | 702 | $5,304,605 | 12,700 | 0.00 | 0.00 | -500 | -3.79 | 03-31-2024 |
WHITENER CAPITAL MANAGEMENT INC | COM | 703 | $4,881,919 | 12,655 | 0.00 | 0.00 | -477 | -3.63 | 12-31-2023 |
GRANITE BAY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |