Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEELYN SMITH LLC | COM | 1001 | $3,183,240 | 17,231 | 0.00 | 0.00 | 448 | 2.67 | 09-30-2023 |
IFP ADVISORS INC | cs | 1002 | $3,612,376 | 17,225 | 0.00 | 0.00 | -2,297 | -11.77 | 12-31-2023 |
KEEBECK WEALTH MANAGEMENT LLC | COM | 1003 | $3,286,117 | 17,194 | 0.00 | 0.00 | 2,104 | 13.94 | 03-31-2023 |
NEW POTOMAC PARTNERS LLC | COM | 1004 | $3,524,964 | 17,174 | 0.00 | 0.00 | -111 | -0.64 | 03-31-2024 |