Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCF ADVISORS LLC | COM | 801 | $1,048 | 28 | 0.00 | 0.00 | 7 | 33.33 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | COM | 802 | $973 | 26 | 0.00 | 26 | +Inf | 03-31-2024 | |
LENOX WEALTH ADVISORS LLC | COM | 803 | $1,000 | 24 | 0.00 | 0.00 | 17 | 242.86 | 03-31-2022 |
DUNHILL FINANCIAL LLC | COM | 804 | $877 | 23 | 0.00 | 0.00 | 3 | 15.00 | 03-31-2024 |