Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIN STREET FINANCIAL SOLUTIONS LLC | COM | 1851 | $828,183 | 1,701 | 0.00 | 0.00 | -56 | -3.19 | 12-31-2023 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM | 1852 | $297,000 | 1,698 | 0.03 | 0.07 | 13 | 0.77 | 06-30-2022 |
BUCKINGHAM CAPITAL MANAGEMENT INC | COM | 1853 | $1,030,639 | 1,697 | 0.00 | 0.00 | 225 | 15.29 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1854 | $1,027,603 | 1,692 | 0.00 | 0.00 | -401 | -19.16 | 03-31-2024 |