Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELLINGTON SHIELDS & CO LLC | Stock | 2601 | $230,647 | 3,443 | 0.00 | 0.00 | -219 | -5.98 | 03-31-2024 |
THRIVE WEALTH MANAGEMENT LLC | COM | 2602 | $201,278 | 3,443 | 0.00 | 0.00 | -2,514 | -42.20 | 09-30-2023 |
MINOT WEALTH MANAGEMENT LLC | COM | 2603 | $398,000 | 3,441 | 0.09 | 1.42 | -21,815 | -86.38 | 03-31-2022 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 2604 | $221,685 | 3,441 | 0.00 | 0.00 | -58 | -1.66 | 03-31-2024 |