Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 1151 | $711,000 | 4,560 | 0.05 | 0.00 | 642 | 16.39 | 03-31-2024 |
WNY ASSET MANAGEMENT LLC | COM | 1152 | $774,887 | 4,540 | 0.00 | 0.00 | -377 | -7.67 | 03-31-2024 |
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 1153 | $773,909 | 4,534 | 0.00 | 0.00 | 65 | 1.45 | 03-31-2024 |
RFG ADVISORY LLC | COM | 1154 | $773,690 | 4,533 | 0.00 | 0.00 | 2,256 | 99.08 | 03-31-2024 |