Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HHM WEALTH ADVISORS LLC | COM | 3401 | $15,487 | 146 | 0.00 | 0.00 | -331 | -69.39 | 03-31-2024 |
RIGGS ASSET MANAGMENT CO INC | COM | 3402 | $15,487 | 146 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 3403 | $15,381 | 145 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 3404 | $15,000 | 145 | 0.00 | 0.00 | 70 | 93.33 | 03-31-2023 |