Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM NEW | 1301 | $63,956 | 944 | 0.00 | 0.00 | 294 | 45.23 | 12-31-2023 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1302 | $72,542 | 928 | 0.00 | 928 | +Inf | 03-31-2024 | |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1303 | $52,000 | 919 | 0.00 | 0.00 | 4 | 0.44 | 12-31-2021 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1304 | $46,000 | 898 | 0.01 | 0.01 | 340 | 60.93 | 06-30-2022 |