Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 2201 | $61,000 | 869 | 0.00 | 0.00 | 23 | 2.72 | 03-31-2024 |
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -245 | -22.50 | 03-31-2024 |
HIGHMARK WEALTH MANAGEMENT LLC | COM | 2203 | $53,720 | 840 | 0.00 | 0.00 | 7 | 0.84 | 09-30-2023 |
DECISIONPOINT FINANCIAL LLC | COM | 2204 | $59,214 | 836 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |