Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRUMLY & ASSOCIATES INC | COM | 651 | $576,793 | 8,563 | 0.00 | 0.00 | -99 | -1.14 | 03-31-2024 |
J W COONS ADVISORS LLC | COM | 652 | $573,908 | 8,520 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | COM | 653 | $571,145 | 8,479 | 0.00 | 0.21 | 258 | 3.14 | 03-31-2024 |
UNITED ASSET STRATEGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 302 | 3.74 | 12-31-2023 |