Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 1351 | $20,000 | 204 | 0.00 | 0.00 | 12 | 6.25 | 03-31-2022 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 1352 | $23,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 1353 | $28,619 | 195 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1354 | $25,978 | 188 | 0.00 | 188 | +Inf | 12-31-2023 |