Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 1401 | $6,000 | 28 | 0.00 | 28 | +Inf | 03-31-2024 | |
VENTURI WEALTH MANAGEMENT LLC | CL A COM | 1402 | $6,489 | 28 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 27 | +Inf | 03-31-2024 | |
FINTRUST CAPITAL ADVISORS LLC | CL A COM | 1404 | $6,256 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |