Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIRACLE MILE ADVISORS LLC | COM | 1701 | $313,497 | 1,294 | 0.00 | 0.00 | 69 | 5.63 | 03-31-2024 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1702 | $365,586 | 1,290 | 0.00 | 0.00 | 13 | 1.02 | 09-30-2023 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 1703 | $311,275 | 1,285 | 0.00 | 0.00 | -27 | -2.06 | 03-31-2024 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 1704 | $311,000 | 1,282 | 0.12 | 0.14 | 118 | 10.14 | 03-31-2024 |