Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATTICUS WEALTH MANAGEMENT LLC | COM | 2701 | $1,323,059 | 3,449 | 0.00 | 0.00 | -86 | -2.43 | 03-31-2024 |
DONALD L HAGAN LLC | COM | 2702 | $1,322,704 | 3,448 | 0.00 | 0.00 | -199 | -5.46 | 03-31-2024 |
NORTHERN FINANCIAL ADVISORS INC | COM | 2703 | $1,190,746 | 3,436 | 0.00 | 0.00 | 223 | 6.94 | 12-31-2023 |
SCHRUM PRIVATE WEALTH MANAGEMENT LLC | COM | 2704 | $1,067,130 | 3,435 | 0.00 | 0.00 | 14 | 0.41 | 06-30-2023 |