Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHILTON CAPITAL MANAGEMENT LLC | COM | 1201 | $36,000 | 270 | 0.00 | 270 | +Inf | 06-30-2022 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1202 | $35,407 | 266 | 0.00 | 0.00 | 2 | 0.76 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 1203 | $35,297 | 256 | 0.00 | 256 | +Inf | 12-31-2023 | |
DUNHILL FINANCIAL LLC | COM | 1204 | $34,429 | 250 | 0.00 | 250 | +Inf | 12-31-2023 |