Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 1301 | $96,445 | 3,304 | 0.00 | 0.00 | 474 | 16.75 | 03-31-2024 |
DEGROOF PETERCAM ASSET MANAGEMENT | COM | 1302 | $96,327 | 3,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM | 1303 | $118,712 | 3,278 | 0.00 | 0.00 | 35 | 1.08 | 06-30-2023 |
BLOOOM INC | COM | 1304 | $211,000 | 3,186 | 0.40 | 0.42 | -582 | -15.45 | 09-30-2022 |