Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMUNDI | COM | 301 | $136,160 | 3,357 | 0.00 | 3,357 | +Inf | 09-30-2023 | |
RANGE FINANCIAL GROUP LLC | COM | 302 | $208,723 | 3,229 | 0.00 | 3,229 | +Inf | 03-31-2024 | |
ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.01 | 3,151 | +Inf | 12-31-2023 | |
FLAGSHIP HARBOR ADVISORS LLC | COM | 304 | $200,132 | 3,096 | 0.00 | 3,096 | +Inf | 03-31-2024 |