Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CGC FINANCIAL SERVICES LLC | COM | 3151 | $187,415 | 719 | 0.00 | 719 | +Inf | 12-31-2023 | |
HBC FINANCIAL SERVICES PLLC | Stock | 3152 | $146,000 | 716 | 0.11 | 0.00 | -1,446 | -66.88 | 03-31-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 3153 | $137,000 | 714 | 0.04 | 0.00 | 668 | 1452.17 | 03-31-2022 |
PFS PARTNERS LLC | COM | 3154 | $136,830 | 709 | 0.00 | 709 | +Inf | 03-31-2024 |