Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLATFORM TECHNOLOGY PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -438 | -12.86 | 12-31-2023 |
STRATOS INVESTMENT MANAGEMENT LLC | COM | 2752 | $236,624 | 2,966 | 0.00 | 0.00 | -1,079 | -26.67 | 03-31-2024 |
MBL WEALTH LLC | COM | 2753 | $236,170 | 2,961 | 0.00 | 0.00 | 85 | 2.96 | 03-31-2024 |
MCKINLEY CARTER WEALTH SERVICES INC | COM | 2754 | $235,691 | 2,955 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |