Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 1651 | $524,648 | 540 | 0.00 | 0.00 | -14 | -2.53 | 03-31-2024 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1652 | $423,242 | 539 | 0.00 | 539 | +Inf | 12-31-2023 | |
DEDORA CAPITAL INC | COM | 1653 | $523,676 | 539 | 0.00 | 539 | +Inf | 03-31-2024 | |
KEEL POINT LLC | COM | 1654 | $524,100 | 539 | 0.00 | 0.00 | -19 | -3.41 | 03-31-2024 |