Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 901 | $206,091 | 6,316 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
1858 WEALTH MANAGEMENT LLC | COM | 902 | $205,632 | 6,300 | 0.00 | 6,300 | +Inf | 03-31-2024 | |
BALENTINE LLC | COM | 903 | $204,838 | 6,278 | 0.00 | 0.00 | -2,729 | -30.30 | 03-31-2024 |
APOLLON WEALTH MANAGEMENT LLC | COM | 904 | $204,558 | 6,269 | 0.00 | 6,269 | +Inf | 03-31-2024 |