Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FCG INVESTMENT CO | COM | 1751 | $971,326 | 1,995 | 0.00 | 1,995 | +Inf | 12-31-2023 | |
BLUESTEIN R H & CO LLC | COM | 1752 | $469,000 | 1,994 | 0.03 | 0.02 | 0 | 0.00 | 09-30-2022 |
BOSTON FINANCIAL MANGEMENT LLC | COM | 1753 | $751,424 | 1,990 | 0.00 | 0.00 | -10 | -0.50 | 09-30-2023 |
VANGUARD CAPITAL WEALTH ADVISORS | COM | 1754 | $966,457 | 1,985 | 0.00 | 0.00 | -700 | -26.07 | 12-31-2023 |