Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 1751 | $84,458 | 453 | 0.00 | 0.00 | -74 | -14.04 | 12-31-2023 |
MCF ADVISORS LLC | COM | 1752 | $87,914 | 452 | 0.00 | 0.00 | 2 | 0.44 | 03-31-2024 |
BBVA USA | COM | 1753 | $77,000 | 452 | 0.00 | 0.00 | 440 | 3666.67 | 09-30-2021 |
BELLEVUE ASSET MANAGEMENT LLC | COM | 1754 | $87,525 | 450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |