Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 1301 | $1,291,574 | 1,591 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AMBASSADOR ADVISORS LLC | COM | 1302 | $1,020,251 | 1,589 | 0.00 | 0.00 | 337 | 26.92 | 03-31-2023 |
DMC GROUP LLC | COM | Liquidated | $1,323,916 | 1,588 | 0.00 | 0.00 | 1,588 | +Inf | 03-31-2024 |
LAUREL WEALTH ADVISORS LLC | COM | 1304 | $1,284,128 | 1,582 | 0.00 | 0.00 | -47 | -2.89 | 12-31-2023 |