Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 1 | $461,889 | 6,408 | 0.00 | 6,408 | +Inf | 12-31-2020 | |
GENEOS WEALTH MANAGEMENT INC | COM | 2 | $3,000 | 50 | 0.00 | 50 | +Inf | 09-30-2018 |