Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG ADVISORS | COM | 2651 | $289,869 | 5,649 | 0.00 | 0.00 | 323 | 6.06 | 12-31-2023 |
THRIVE WEALTH MANAGEMENT LLC | COM | 2652 | $327,320 | 5,640 | 0.00 | 0.00 | 249 | 4.62 | 09-30-2023 |
M&R CAPITAL MANAGEMENT INC | Stock | 2653 | $305,569 | 5,635 | 0.00 | 0.00 | -3,079 | -35.33 | 03-31-2024 |
LINSCOMB WEALTH INC | COM | 2654 | $305,261 | 5,629 | 0.00 | 0.00 | -1,467 | -20.67 | 03-31-2024 |