Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 101 | $46,751 | 3,311 | 0.00 | 0.00 | 2,276 | 219.90 | 06-30-2024 |
ALLWORTH FINANCIAL LP | COM | 102 | $41,670 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 103 | $33,772 | 2,380 | 0.00 | 2,380 | +Inf | 06-30-2024 | |
BDO WEALTH ADVISORS LLC | COM | 104 | $31,947 | 2,300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |