Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VAN ECK ASSOCIATES CORP | COM | 351 | $89,000 | 508 | 0.00 | 0.00 | 282 | 124.78 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 235 | 100.00 | 12-31-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 353 | $80,744 | 462 | 0.00 | 462 | +Inf | 03-31-2024 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 354 | $52,389 | 453 | 0.00 | 453 | +Inf | 09-30-2022 |