Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWIN CITY PRIVATE WEALTH LLC | COM | 1101 | $1,540,842 | 7,862 | 0.00 | 0.00 | 3,061 | 63.76 | 06-30-2024 |
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 1102 | $1,527,049 | 7,856 | 0.00 | 0.00 | -339 | -4.14 | 06-30-2024 |
DORSEY & WHITNEY TRUST CO LLC | COM | 1103 | $1,515,581 | 7,797 | 0.00 | 0.00 | -1,913 | -19.70 | 06-30-2024 |
APOLLON WEALTH MANAGEMENT LLC | COM | 1104 | $1,512,620 | 7,782 | 0.00 | 0.00 | -195 | -2.44 | 06-30-2024 |