Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVIDEND ASSETS CAPITAL LLC | Common Stock | Liquidated | $0 | 0 | 0.04 | 0.06 | -225 | -8.78 | 03-31-2024 |
CARSON ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 2,332 | +Inf | 12-31-2023 | |
MML INVESTORS SERVICES LLC | COM | 603 | $230,000 | 2,295 | 0.00 | 0.00 | 126 | 5.81 | 03-31-2024 |
ADVISOR PARTNERS II LLC | COM | 604 | $237,960 | 2,285 | 0.00 | 2,285 | +Inf | 09-30-2023 |