Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 5201 | $1,469,000 | 548 | 0.18 | 0.19 | 4 | 0.74 | 03-31-2022 |
DECISIONPOINT FINANCIAL LLC | CAP STK CL C | 5202 | $94,372 | 545 | 0.00 | 0.00 | 20 | 3.81 | 06-30-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 5203 | $1,363,000 | 544 | 0.31 | 0.31 | -55 | -9.18 | 06-30-2021 |
BBJS FINANCIAL ADVISORS LLC | CAP STK CL C | 5204 | $65,523 | 542 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |