Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH ADVISORS | COM | 1451 | $94,665 | 195 | 0.00 | 0.02 | -426 | -68.60 | 03-31-2023 |
NBC SECURITIES INC | Stock | 1452 | $65,000 | 189 | 0.01 | 0.03 | -370 | -66.19 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1453 | $84,000 | 189 | 0.02 | 0.02 | -8 | -4.06 | 06-30-2021 |
CVA FAMILY OFFICE LLC | COM | 1454 | $85,610 | 187 | 0.00 | 187 | +Inf | 12-31-2023 |