Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INNOVA WEALTH PARTNERS | SHS | 2551 | $220,583 | 2,815 | 0.00 | 0.00 | 250 | 9.75 | 09-30-2023 |
ALTERITY FINANCIAL GROUP LLC | SHS | 2552 | $231,653 | 2,812 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BEATON MANAGEMENT CO INC | Common | 2553 | $220,000 | 2,807 | 0.14 | 0.16 | 17 | 0.61 | 09-30-2023 |
POWERS ADVISORY GROUP LLC | SHS | 2554 | $231,158 | 2,806 | 0.00 | 2,806 | +Inf | 12-31-2023 |