Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
180 WEALTH ADVISORS LLC | COM | 1451 | $607,854 | 1,308 | 0.00 | 0.00 | 156 | 13.54 | 03-31-2023 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 1452 | $665,000 | 1,303 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM | 1453 | $618,000 | 1,300 | 0.07 | 0.08 | 0 | 0.00 | 06-30-2022 |
AMERITAS ADVISORY SERVICES LLC | COM | 1454 | $915,580 | 1,298 | 0.00 | 0.00 | -372 | -22.28 | 03-31-2024 |