Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORDASCO FINANCIAL NETWORK | COM NEW | 1601 | $10,000 | 38 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
LENOX WEALTH ADVISORS LLC | COM | 1602 | $10,000 | 37 | 0.00 | 0.00 | -2 | -5.13 | 03-31-2022 |
BOK FINANCIAL PRIVATE WEALTH INC | COM NEW | 1603 | $8,410 | 37 | 0.00 | 0.00 | -9 | -19.57 | 12-31-2023 |
LANSING STREET ADVISORS | Stock | 1604 | $8,771 | 36 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |