Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACTIVEST WEALTH MANAGEMENT | COM | 2801 | $5,730 | 29 | 0.00 | 0.00 | -60 | -67.42 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | AMT | 2802 | $6,261 | 29 | 0.00 | 29 | +Inf | 12-31-2023 | |
COLONIAL TRUST ADVISORS | REIT | 2803 | $6,045 | 28 | 0.00 | 0.00 | 3 | 12.00 | 12-31-2023 |
THOMAS J HERZFELD ADVISORS INC | COM | 2804 | $5,932 | 28 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |