Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSOURCE PARTNERS LLC | COM | 1401 | $226,773 | 4,626 | 0.00 | 0.03 | -1,025 | -18.14 | 03-31-2023 |
ORG PARTNERS LLC | COMMON STOCK | 1402 | $166,405 | 4,566 | 0.00 | 4,566 | +Inf | 03-31-2024 | |
JT STRATFORD LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,496 | +Inf | 12-31-2023 | |
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC | COM | 1404 | $186,000 | 4,360 | 0.10 | 0.01 | 0 | 0.00 | 06-30-2023 |