Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | COM | 401 | $29,871 | 237 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MCF ADVISORS LLC | COM | 402 | $31,576 | 206 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 403 | $22,409 | 201 | 0.00 | 0.00 | -59 | -22.69 | 09-30-2023 |
COLONIAL TRUST ADVISORS | Stock | 404 | $25,208 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |