Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | Equity | 2351 | $105,005 | 168 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RESURGENT FINANCIAL ADVISORS LLC | COM | 2352 | $101,880 | 163 | 0.00 | 0.00 | 2 | 1.24 | 12-31-2023 |
BDO WEALTH ADVISORS LLC | COM | 2353 | $74,626 | 163 | 0.00 | 0.00 | 22 | 15.60 | 06-30-2023 |
NBC SECURITIES INC | Stock | 2354 | $115,000 | 162 | 0.01 | 0.01 | 14 | 9.46 | 03-31-2024 |