Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MYSTIC ASSET MANAGEMENT INC | COM | 101 | $253,260 | 21,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NUVEEN ASSET MANAGEMENT LLC | COM | 102 | $247,737 | 20,542 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IEQ CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 19,933 | +Inf | 12-31-2023 | |
AVANTAX ADVISORY SERVICES INC | COM | 104 | $232,942 | 19,315 | 0.00 | 0.00 | 58 | 0.30 | 03-31-2024 |