Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 1401 | $530,363 | 6,654 | 0.00 | 0.00 | -4,612 | -40.94 | 12-31-2023 |
AVANTAX PLANNING PARTNERS INC | COM | 1402 | $529,139 | 6,638 | 0.00 | 0.00 | -8 | -0.12 | 12-31-2023 |
CHARTER RESEARCH & INVESTMENT GROUP INC | Common | 1403 | $528,935 | 6,636 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 1404 | $596,000 | 6,619 | 0.10 | 0.10 | 190 | 2.96 | 03-31-2024 |