Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | COM NEW | 301 | $27,000 | 3,408 | 0.00 | 3,408 | +Inf | 12-31-2021 | |
GENEOS WEALTH MANAGEMENT INC | COM NEW | 302 | $5,000 | 1,005 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2018 |
AMERICAN PORTFOLIOS ADVISORS | COM NEW | 303 | $1,260 | 600 | 0.00 | 600 | +Inf | 12-31-2019 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 304 | $0 | 25 | 0.00 | 25 | +Inf | 09-30-2022 |