Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TCI WEALTH ADVISORS INC | COM | 1401 | $203,307 | 1,556 | 0.00 | 1,556 | +Inf | 12-31-2023 | |
BULLSEYE INVESTMENT MANAGEMENT LLC | Equity | 1402 | $202,523 | 1,550 | 0.00 | 1,550 | +Inf | 12-31-2023 | |
BEAUMONT FINANCIAL ADVISORS LLC | COM | 1403 | $200,865 | 1,537 | 0.00 | 1,537 | +Inf | 12-31-2023 | |
GATEWAY INVESTMENT ADVISERS LLC | COM | 1404 | $211,996 | 1,529 | 0.00 | 0.00 | -255 | -14.29 | 03-31-2024 |