Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL NETWORK WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.57 | 0.62 | 0 | 0.00 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | COMMON STOCK | 1702 | $1,426,394 | 5,800 | 0.00 | 5,800 | +Inf | 03-31-2024 | |
MENDEL MONEY MANAGEMENT | COM | 1703 | $1,421,649 | 5,788 | 0.00 | 5,788 | +Inf | 12-31-2023 | |
SABADELL ASSET MANAGEMENT SA SGIIC | COM | 1704 | $1,192,462 | 5,785 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |