Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 1001 | $52,000 | 207 | 0.01 | 0.01 | -8 | -3.72 | 03-31-2022 |
KINGS POINT CAPITAL MANAGEMENT | COM | 1002 | $54,000 | 206 | 0.00 | 0.01 | -174 | -45.79 | 12-31-2021 |
CAPITAL ADVISORS LTD LLC | COM | 1003 | $41,000 | 205 | 0.01 | 0.00 | 5 | 2.50 | 03-31-2024 |
INTELLIGENT FINANCIAL STRATEGIES | COM | 1004 | $29,574 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |