Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRENTICE WEALTH MANAGEMENT LLC | COM | 751 | $266,120 | 1,819 | 0.00 | 0.00 | -165 | -8.32 | 06-30-2023 |
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | COM | 752 | $281,618 | 1,810 | 0.00 | 0.00 | -82 | -4.33 | 09-30-2023 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 753 | $396,000 | 1,775 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
STONERIDGE INVESTMENT PARTNERS LLC | COM | 754 | $336,000 | 1,746 | 0.13 | 1,746 | +Inf | 03-31-2024 |