Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITCHELL & PAHL PRIVATE WEALTH LLC | COM | 751 | $202,439 | 1,016 | 0.00 | 0.00 | -89 | -8.05 | 03-31-2024 |
WESTERN WEALTH MANAGEMENT LLC | COM | 752 | $202,923 | 1,016 | 0.00 | 0.00 | -172 | -14.48 | 12-31-2023 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,006 | +Inf | 03-31-2024 | |
CHECCHI CAPITAL ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,006 | +Inf | 03-31-2024 |