Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPAL WEALTH ADVISORS LLC | COM | 651 | $16,437 | 188 | 0.00 | 188 | +Inf | 03-31-2024 | |
KINGS POINT CAPITAL MANAGEMENT | COM | 652 | $13,000 | 183 | 0.00 | 183 | +Inf | 12-31-2021 | |
DT INVESTMENT PARTNERS LLC | COM | 653 | $15,738 | 180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KEY FINANCIAL INC | COM | 654 | $14,267 | 178 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |