Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 551 | $239,564 | 22,998 | 0.00 | 22,998 | +Inf | 12-31-2023 | |
CAPITAL INVESTMENT ADVISORY SERVICES LLC | COM | 552 | $73,919 | 22,956 | 0.00 | 0.00 | -1,828 | -7.38 | 03-31-2024 |
PRINCIPLE WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 400 | 1.79 | 03-31-2024 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 554 | $72,611 | 22,550 | 0.00 | 0.00 | 1,550 | 7.38 | 03-31-2024 |