Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BIGELOW INVESTMENT ADVISORS LLC | COM | 2251 | $2,032,830 | 12,529 | 0.00 | 0.00 | 226 | 1.84 | 03-31-2024 |
WEALTHSOURCE PARTNERS LLC | COM | 2252 | $1,861,033 | 12,516 | 0.00 | 0.21 | -4,597 | -26.86 | 03-31-2023 |
LEO BROKERAGE LLC | COM | 2253 | $1,895,356 | 12,491 | 0.00 | 0.00 | 662 | 5.60 | 06-30-2023 |
AUSTIN WEALTH MANAGEMENT LLC | COM | 2254 | $1,964,622 | 12,473 | 0.00 | 12,473 | +Inf | 12-31-2023 |