Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVINGTON CAPITAL MANAGEMENT | COM | 951 | $114,000 | 297 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.01 | 296 | +Inf | 12-31-2023 | |
ICON WEALTH PARTNERS LLC | Stock | 953 | $121,621 | 293 | 0.00 | 293 | +Inf | 03-31-2023 | |
MCF ADVISORS LLC | COM | 954 | $129,047 | 284 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |