Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HHM WEALTH ADVISORS LLC | COM | 1001 | $14,406 | 270 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NUWAVE INVESTMENT MANAGEMENT LLC | COM | 1002 | $16,000 | 270 | 0.02 | 270 | +Inf | 09-30-2022 | |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 1003 | $14,042 | 269 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KINGS POINT CAPITAL MANAGEMENT | COM | 1004 | $18,000 | 269 | 0.00 | 269 | +Inf | 12-31-2021 |