Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICON WEALTH ADVISORS LLC | SHS | Liquidated | $0 | 0 | 0.09 | 2,851 | +Inf | 12-31-2023 | |
NACHMAN NORWOOD & PARROTT INC | SHS | 1002 | $794,000 | 2,745 | 0.08 | 0.08 | 0 | 0.00 | 06-30-2021 |
BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | SHS | Liquidated | $0 | 0 | 0.00 | 0.22 | 44 | 1.63 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | Stock | 1004 | $880,000 | 2,699 | 0.09 | 2,699 | +Inf | 12-31-2022 |