Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HB WEALTH MANAGEMENT LLC | COM | 1001 | $483,995 | 3,360 | 0.00 | 0.00 | 322 | 10.60 | 03-31-2024 |
FLAGSHIP HARBOR ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -786 | -18.96 | 12-31-2023 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 1003 | $483,686 | 3,358 | 0.00 | 0.00 | -59 | -1.73 | 03-31-2024 |
AMERICAN INVESTMENT SERVICES INC | COM | 1004 | $482,102 | 3,347 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |