Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPTRUST FINANCIAL ADVISORS | Stock | 1 | $62,870 | 35,926 | 0.00 | 35,926 | +Inf | 03-31-2023 | |
WORTH ASSET MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | SPONS ADS | 3 | $2,970 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2020 | |
LINDBROOK CAPITAL LLC | Stock | 4 | $2,182 | 527 | 0.00 | 0.00 | -255 | -32.61 | 03-31-2024 |