Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | Stock | 1201 | $8,266 | 112 | 0.00 | 112 | +Inf | 12-31-2023 | |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 1202 | $7,860 | 106 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
TOMPKINS FINANCIAL CORP | COM | 1203 | $9,032 | 105 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 1204 | $7,713 | 104 | 0.00 | 0.00 | 27 | 35.06 | 09-30-2023 |