Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | COM | 2201 | $6,122,358 | 46,965 | 0.00 | 0.00 | 5,151 | 12.32 | 06-30-2023 |
WEALTHPLAN INVESTMENT MANAGEMENT LLC | COM | 2202 | $8,466,135 | 46,935 | 0.00 | 0.00 | -29,440 | -38.55 | 03-31-2024 |
AFFINITY WEALTH MANAGEMENT LLC | COM | 2203 | $8,418,850 | 46,673 | 0.00 | 0.00 | -635 | -1.34 | 03-31-2024 |
HARMONY ASSET MANAGEMENT LLC | COM | 2204 | $8,404,620 | 46,594 | 0.00 | 0.00 | 32 | 0.07 | 03-31-2024 |