Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 2051 | $66,892 | 824 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCF ADVISORS LLC | COM | 2052 | $66,812 | 823 | 0.00 | 0.00 | -129 | -13.55 | 03-31-2024 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 2053 | $34,292 | 819 | 0.00 | 819 | +Inf | 03-31-2020 | |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 2054 | $67,000 | 815 | 0.02 | 0.00 | 666 | 446.98 | 03-31-2022 |