Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOURGEON CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | Common Stock | 802 | $25,994 | 302 | 0.00 | 0.00 | 151 | 100.00 | 12-31-2023 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 803 | $31,956 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 804 | $31,956 | 300 | 0.00 | 300 | +Inf | 03-31-2024 |