Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTERPOINT ADVISORS LLC | COM NEW | 1551 | $3,000 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERGANKDV WEALTH MANAGEMENT LLC | COM NEW | 1552 | $1,899 | 33 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
WOLFF WIESE MAGANA LLC | COM NEW | 1553 | $2,346 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUREVEST LLC | COM NEW | 1554 | $1,000 | 28 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |