Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 1051 | $35,994 | 333 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HERITAGE WEALTH ADVISORS | COM | 1053 | $35,474 | 333 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1054 | $35,261 | 331 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |