Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBORVIEW ADVISORS LLC | COM | 3251 | $297,000 | 10,303 | 0.17 | 0.18 | 453 | 4.60 | 06-30-2021 |
KFA PRIVATE WEALTH GROUP LLC | COM | 3252 | $181,302 | 10,301 | 0.00 | 0.00 | 9 | 0.09 | 03-31-2024 |
KEYSTONE WEALTH SERVICES LLC | COM | 3253 | $181,241 | 10,298 | 0.00 | 0.00 | 236 | 2.35 | 03-31-2024 |
SMITH SHELLNUT WILSON LLC /ADV | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -276 | -2.61 | 12-31-2023 |