Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHELTON CAPITAL MANAGEMENT | COM | 801 | $340,317 | 4,203 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INTERCONTINENTAL WEALTH ADVISORS LLC | COM | 802 | $333,084 | 4,185 | 0.00 | 0.00 | -1,576 | -27.36 | 06-30-2023 |
QUADCAP WEALTH MANAGEMENT LLC | COM | 803 | $337,078 | 4,163 | 0.00 | 4,163 | +Inf | 12-31-2023 | |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 804 | $335,297 | 4,141 | 0.00 | 0.00 | 410 | 10.99 | 12-31-2023 |