Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGSVIEW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,350 | +Inf | 03-31-2022 | |
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 1302 | $176,000 | 1,345 | 0.01 | 1,345 | +Inf | 03-31-2021 | |
BENJAMIN F EDWARDS & COMPANY INC | COM | 1303 | $144,000 | 1,345 | 0.00 | 0.00 | -416 | -23.62 | 03-31-2024 |
BOSTON PRIVATE WEALTH LLC | COM | 1304 | $340,000 | 1,337 | 0.01 | 0.01 | 59 | 4.62 | 12-31-2021 |