Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARD W PAUL & ASSOCIATES LLC | COM | 2301 | $19,069 | 118 | 0.00 | 0.00 | 6 | 5.36 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | COM | 2302 | $4,463 | 116 | 0.00 | 0.00 | -794 | -87.25 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 2303 | $20,000 | 110 | 0.00 | 0.00 | -17 | -13.39 | 03-31-2022 |
BEACON CAPITAL MANAGEMENT LLC | COM | 2304 | $17,291 | 107 | 0.00 | 0.00 | 7 | 7.00 | 03-31-2024 |