Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NDWM LLC | COM | 2651 | $236,799 | 1,227 | 0.00 | 1,227 | +Inf | 03-31-2024 | |
EUDAIMONIA PARTNERS LLC | Stock | 2652 | $236,606 | 1,226 | 0.00 | 0.00 | 27 | 2.25 | 03-31-2024 |
1858 WEALTH MANAGEMENT LLC | COM | 2653 | $319,309 | 1,225 | 0.00 | 1,225 | +Inf | 03-31-2024 | |
HERITAGE WEALTH ADVISORS | COM | 2654 | $259,802 | 1,223 | 0.00 | 0.01 | -4 | -0.33 | 03-31-2023 |