Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERMAY WEALTH MANAGEMENT LLC | COM | 1701 | $273,026 | 1,269 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
PFG INVESTMENTS LLC | COM | 1702 | $358,188 | 1,268 | 0.00 | 1,268 | +Inf | 03-31-2024 | |
WELLINGTON SHIELDS & CO LLC | Stock | 1703 | $328,223 | 1,264 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KORE PRIVATE WEALTH LLC | COM | 1704 | $303,000 | 1,258 | 0.04 | 0.02 | 71 | 5.98 | 03-31-2022 |