Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 1551 | $770,137 | 2,152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEAUMONT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 57 | 2.72 | 03-31-2024 |
PROVIDENT INVESTMENT MANAGEMENT INC | COM | 1553 | $765,842 | 2,140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABERDEEN WEALTH MANAGEMENT LLC | COM | 1554 | $764,052 | 2,135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |