Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAY HARBOR WEALTH MANAGEMENT LLC | Common Stock | 1501 | $78,496 | 1,374 | 0.00 | 0.00 | -38 | -2.69 | 03-31-2024 |
OPEROSE ADVISORS LLC | COMMON | 1502 | $77,982 | 1,365 | 0.00 | 0.00 | 1,100 | 415.09 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 1503 | $76,668 | 1,342 | 0.00 | 0.00 | 11 | 0.83 | 03-31-2024 |
SUNBELT SECURITIES INC | Stock | 1504 | $74,466 | 1,303 | 0.00 | 0.00 | 2 | 0.15 | 03-31-2024 |