Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSOURCE PARTNERS LLC | COM | 2251 | $728,735 | 1,891 | 0.00 | 0.10 | -92 | -4.64 | 03-31-2023 |
ALPHASTAR CAPITAL MANAGEMENT LLC | COM | 2252 | $1,126,977 | 1,889 | 0.00 | 0.00 | 482 | 34.26 | 12-31-2023 |
CHESAPEAKE WEALTH MANAGEMENT | COM | 2253 | $1,124,591 | 1,885 | 0.00 | 0.00 | 720 | 61.80 | 12-31-2023 |
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | COM | 2254 | $959,632 | 1,882 | 0.00 | 0.00 | 11 | 0.59 | 09-30-2023 |