Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE ASSOCIATES LTD | COM | Liquidated | $0 | 0 | 0.00 | 14,500 | +Inf | 12-31-2023 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 152 | $148,356 | 14,224 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUNBELT SECURITIES INC | CEF | 153 | $148,256 | 14,214 | 0.00 | 0.00 | 96 | 0.68 | 03-31-2024 |
FINANCIAL ADVISORS NETWORK INC | COM | 154 | $181,160 | 14,000 | 0.00 | 0.06 | -3,000 | -17.65 | 12-31-2022 |