Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 351 | $556,443 | 3,095 | 0.00 | 0.00 | 751 | 32.04 | 03-31-2024 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 352 | $541,647 | 3,013 | 0.00 | 0.00 | 36 | 1.21 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | COM | 353 | $510,300 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
USCA RIA LLC | COM | 354 | $493,000 | 3,000 | 0.03 | 0.03 | 0 | 0.00 | 06-30-2021 |