Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CVA FAMILY OFFICE LLC | COM | 2351 | $135,963 | 1,939 | 0.00 | 1,939 | +Inf | 12-31-2023 | |
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | 2352 | $138,673 | 1,933 | 0.00 | 0.00 | 1,892 | 4614.63 | 03-31-2024 |
MCF ADVISORS LLC | COM | 2353 | $135,661 | 1,891 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 2354 | $114,000 | 1,884 | 0.03 | 0.03 | -29 | -1.52 | 06-30-2021 |