Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCF ADVISORS LLC | COM | 1251 | $23,364 | 1,099 | 0.00 | 0.00 | -1,981 | -64.32 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1252 | $24,000 | 1,084 | 0.01 | 0.00 | 1,080 | 27000.00 | 03-31-2022 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1253 | $21,082 | 1,002 | 0.00 | 1,002 | +Inf | 03-31-2024 | |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1254 | $21,040 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |