Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWERCREST CAPITAL MANAGEMENT | COM | 1251 | $215,963 | 2,374 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 1252 | $232,000 | 2,369 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
WEALTHCARE ADVISORY PARTNERS LLC | COM | 1253 | $214,882 | 2,366 | 0.00 | 0.00 | -19 | -0.80 | 03-31-2024 |
CX INSTITUTIONAL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -162 | -6.44 | 12-31-2023 |