Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH ADVISORS | COM | 1551 | $32,521 | 285 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | CL C | 1552 | $39,029 | 283 | 0.00 | 283 | +Inf | 06-30-2024 | |
ANCORA ADVISORS LLC | COM | 1553 | $19,292 | 280 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
MCILRATH & ECK LLC | CL C | 1554 | $31,951 | 280 | 0.00 | 0.00 | 256 | 1066.67 | 03-31-2024 |