Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESTONE ASSET MANAGEMENT LLC | COM | 4351 | $377,571 | 868 | 0.00 | 0.00 | -13 | -1.48 | 09-30-2023 |
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | 4352 | $782,503 | 866 | 0.00 | 0.00 | -196 | -18.46 | 03-31-2024 |
SENDER CO & PARTNERS INC | COM | 4353 | $778,869 | 862 | 0.00 | 0.01 | -10,320 | -92.29 | 03-31-2024 |
DODDS WEALTH LLC | COM | 4354 | $426,368 | 861 | 0.00 | 861 | +Inf | 12-31-2023 |