Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WBH ADVISORY INC | COM | 901 | $296,220 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASTORIA PORTFOLIO ADVISORS LLC | COM | 902 | $285,640 | 999 | 0.00 | 0.00 | 12 | 1.22 | 03-31-2024 |
HYMAN CHARLES D | COM | 903 | $295,000 | 995 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KAIZEN FINANCIAL STRATEGIES | COM | 904 | $283,063 | 980 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |