Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | COM | 4651 | $97,572 | 601 | 0.00 | 0.00 | 1 | 0.17 | 03-31-2024 |
NEWFOUND RESEARCH LLC | COM | 4652 | $76,000 | 601 | 0.19 | 0.10 | 266 | 79.40 | 09-30-2022 |
COWEN PRIME ADVISORS LLC | Stock | 4653 | $91,044 | 600 | 0.00 | 0.04 | 0 | 0.00 | 06-30-2023 |
MCMILLION CAPITAL MANAGEMENT INC | Stock | 4654 | $88,009 | 580 | 0.00 | 580 | +Inf | 06-30-2023 |