Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLE ROCK WEALTH MANAGEMENT LLC | COM | 851 | $1,456,196 | 2,994 | 0.00 | 0.00 | 300 | 11.14 | 03-31-2024 |
COMERICA SECURITIESINC | COM | 852 | $1,307,526 | 2,970 | 0.00 | 0.00 | -7 | -0.24 | 09-30-2023 |
WESTERN WEALTH MANAGEMENT LLC | COM | 853 | $1,388,532 | 2,966 | 0.00 | 0.00 | -871 | -22.70 | 12-31-2023 |
NICHOLAS HOFFMAN & COMPANY LLC | Stock | 854 | $1,417,494 | 2,961 | 0.00 | 0.00 | 25 | 0.85 | 03-31-2024 |