Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE CHIP PARTNERS LLC | COM | 951 | $530,278 | 2,770 | 0.00 | 0.00 | 9 | 0.33 | 03-31-2024 |
CPWM LLC | Equities | 952 | $373,000 | 2,739 | 0.04 | 0.03 | 4 | 0.15 | 09-30-2022 |
C M BIDWELL & ASSOCIATES LTD | COM | 953 | $371,000 | 2,726 | 0.31 | 0.28 | 10 | 0.37 | 09-30-2022 |
VALEO FINANCIAL ADVISORS LLC | Stock | 954 | $521,042 | 2,722 | 0.00 | 0.00 | -906 | -24.97 | 03-31-2024 |