Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CCM INVESTMENT ADVISERS LLC | COM | 2951 | $624,307 | 1,071 | 0.00 | 0.00 | 55 | 5.41 | 12-31-2023 |
LANTERN WEALTH ADVISORS LLC | COM | 2952 | $623,724 | 1,070 | 0.00 | 1,070 | +Inf | 12-31-2023 | |
ROOF EIDAM MAYCOCK PERALTA LLC | COM | 2953 | $832,417 | 1,070 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASTORIA PORTFOLIO ADVISORS LLC | COM | 2954 | $801,663 | 1,068 | 0.00 | 0.00 | 111 | 11.60 | 03-31-2024 |