Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | REIT | 901 | $363,912 | 4,536 | 0.00 | 0.00 | 316 | 7.49 | 03-31-2024 |
WELCH GROUP LLC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WELCH GROUP LLC | COMMON | 903 | $363,432 | 4,531 | 0.00 | 4,531 | +Inf | 03-31-2024 | |
WULFF HANSEN & CO | COM | 904 | $362,549 | 4,520 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |