Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1151 | $13,896 | 161 | 0.00 | 161 | +Inf | 03-31-2024 | |
TEAM FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 160 | +Inf | 12-31-2023 | |
BEACON CAPITAL MANAGEMENT LLC | COM | 1153 | $13,723 | 159 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 1154 | $11,743 | 158 | 0.00 | 0.00 | -45 | -22.17 | 03-31-2023 |