Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHUFRO ROSE & CO LLC | COM | 1801 | $213,363 | 1,250 | 0.00 | 1,250 | +Inf | 03-31-2024 | |
GREAT DIAMOND PARTNERS LLC | COM | 1802 | $212,509 | 1,245 | 0.00 | 1,245 | +Inf | 03-31-2024 | |
MV CAPITAL MANAGEMENT INC | COM | 1803 | $211,656 | 1,240 | 0.00 | 0.00 | 250 | 25.25 | 03-31-2024 |
LEGACY FINANCIAL ADVISORS INC | Stock | 1804 | $210,921 | 1,236 | 0.00 | 1,236 | +Inf | 03-31-2024 |