Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVOKE WEALTH LLC | COM | 801 | $315,220 | 6,097 | 0.00 | 6,097 | +Inf | 03-31-2024 | |
JEPPSON WEALTH MANAGEMENT LLC | Stock | 802 | $310,717 | 6,010 | 0.00 | 0.00 | 25 | 0.42 | 03-31-2024 |
WESCOTT FINANCIAL ADVISORY GROUP LLC | COM | 803 | $310,200 | 6,000 | 0.00 | 0.00 | -500 | -7.69 | 03-31-2024 |
GATOR CAPITAL MANAGEMENT LLC | COM | 804 | $310,200 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |