Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 251 | $10,506 | 270 | 0.00 | 270 | +Inf | 03-31-2021 | |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 252 | $4,000 | 110 | 0.00 | 0.00 | -77 | -41.18 | 06-30-2022 |
GENEOS WEALTH MANAGEMENT INC | COM | 253 | $1,000 | 45 | 0.00 | 0.00 | -868 | -95.07 | 09-30-2019 |