Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREEN SQUARE CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -75 | -1.68 | 12-31-2023 |
LINKER CAPITAL MANAGEMENT INC | COM | 2352 | $292,945 | 4,390 | 0.00 | 4,390 | +Inf | 06-30-2023 | |
ALPHASTAR CAPITAL MANAGEMENT LLC | COM | 2353 | $267,625 | 4,358 | 0.00 | 4,358 | +Inf | 12-31-2023 | |
HCR WEALTH ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -86 | -1.94 | 12-31-2023 |