Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCF ADVISORS LLC | COM | 1101 | $14,607 | 46 | 0.00 | 0.00 | -79 | -63.20 | 03-31-2024 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1102 | $9,000 | 45 | 0.00 | 0.00 | -10 | -18.18 | 12-31-2023 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1103 | $14,289 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
SUNBELT SECURITIES INC | Stock | 1104 | $13,432 | 42 | 0.00 | 42 | +Inf | 03-31-2024 |