Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EUDAIMONIA ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.09 | 12-31-2023 |
MONEY CONCEPTS CAPITAL CORP | COM | 2902 | $287,206 | 1,168 | 0.00 | 0.00 | 12 | 1.04 | 03-31-2024 |
GREENLINE PARTNERS LLC | COM | 2903 | $286,639 | 1,167 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STOCKMAN WEALTH MANAGEMENT INC | COM | 2904 | $287,001 | 1,167 | 0.00 | 0.00 | 53 | 4.76 | 03-31-2024 |