Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH ADVISORS | COM | 1601 | $4,074 | 28 | 0.00 | 0.00 | -338 | -92.35 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM | 1602 | $3,929 | 27 | 0.00 | 0.00 | -1 | -3.57 | 03-31-2024 |
DUNHILL FINANCIAL LLC | COM | 1603 | $3,782 | 26 | 0.00 | 0.00 | 4 | 18.18 | 03-31-2024 |
ABLES IANNONE MOORE & ASSOCIATES INC | Stock | 1604 | $3,476 | 25 | 0.00 | 25 | +Inf | 12-31-2023 |