Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATTICUS WEALTH MANAGEMENT LLC | COM | 1451 | $372,143 | 1,263 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MAIN STREET FINANCIAL SOLUTIONS LLC | COM | 1452 | $300,455 | 1,254 | 0.00 | 0.00 | 18 | 1.46 | 12-31-2023 |
COURT PLACE ADVISORS LLC | COM | 1453 | $369,196 | 1,253 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 1454 | $304,000 | 1,249 | 0.02 | 0.03 | -256 | -17.01 | 06-30-2021 |