Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | COM | 1051 | $31,487 | 159 | 0.00 | 159 | +Inf | 03-31-2024 | |
FARTHER FINANCE ADVISORS LLC | Stock | 1052 | $32,338 | 148 | 0.00 | 148 | +Inf | 06-30-2023 | |
NEWEDGE ADVISORS LLC | Common Stock | 1053 | $28,655 | 145 | 0.00 | 0.00 | 1 | 0.69 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 1054 | $28,717 | 145 | 0.00 | 0.00 | 22 | 17.89 | 03-31-2024 |