Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ANALYSTS LLC | COM | 1101 | $3,037,000 | 14,483 | 0.15 | 0.15 | -338 | -2.28 | 12-31-2023 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1102 | $2,969,766 | 14,469 | 0.00 | 0.00 | -4,869 | -25.18 | 03-31-2024 |
HC FINANCIAL ADVISORS INC | COM | 1103 | $2,815,000 | 14,468 | 1.68 | 1.66 | 133 | 0.93 | 03-31-2022 |
BRISTLECONE ADVISORS LLC | COM | 1104 | $2,967,807 | 14,459 | 0.00 | 0.00 | 305 | 2.15 | 03-31-2024 |