Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESTWOOD ADVISORS GROUP LLC | Stock | 2451 | $1,426,574 | 2,710 | 0.00 | 0.00 | 299 | 12.40 | 12-31-2023 |
BECK CAPITAL MANAGEMENT LLC | Equity | 2452 | $1,425,728 | 2,708 | 0.00 | 2,708 | +Inf | 12-31-2023 | |
HILLSDALE INVESTMENT MANAGEMENT INC | COM | 2453 | $1,425,154 | 2,707 | 0.00 | 0.00 | -10 | -0.37 | 12-31-2023 |
KERBERROSE WEALTH MANAGEMENT LLC | COM | 2454 | $1,390,000 | 2,706 | 1.13 | 2,706 | +Inf | 06-30-2022 |