Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1251 | $7,151,737 | 14,456 | 0.00 | 0.00 | -1,274 | -8.10 | 03-31-2024 |
KMG FIDUCIARY PARTNERS LLC | COM | 1252 | $7,109,746 | 14,372 | 0.00 | 0.00 | -15 | -0.10 | 03-31-2024 |
BELLECAPITAL INTERNATIONAL LTD | COM | 1253 | $7,101,419 | 14,355 | 0.00 | 0.00 | 532 | 3.85 | 03-31-2024 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 1254 | $7,656,000 | 14,345 | 0.10 | 0.10 | 0 | 0.00 | 06-30-2022 |