Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATOS WEALTH ADVISORS LLC | COM | 2001 | $512,953 | 4,030 | 0.00 | 0.00 | -27,848 | -87.36 | 03-31-2024 |
NORTH STAR ASSET MANAGEMENT INC | COM | 2002 | $512,684 | 4,028 | 0.00 | 0.00 | -100 | -2.42 | 03-31-2024 |
BEVERLY HILLS PRIVATE WEALTH LLC | COM | 2003 | $482,296 | 4,026 | 0.00 | 4,026 | +Inf | 09-30-2023 | |
TOMPKINS FINANCIAL CORP | COM | 2004 | $511,411 | 4,018 | 0.00 | 0.00 | -171 | -4.08 | 03-31-2024 |