Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HNP CAPITAL LLC | COM | 401 | $207,228 | 5,118 | 0.00 | 5,118 | +Inf | 12-31-2022 | |
HERITAGE WEALTH ADVISORS | COM | 402 | $737,015 | 4,959 | 0.00 | 0.00 | -11,674 | -70.19 | 03-31-2024 |
BURKETT FINANCIAL SERVICES LLC | Equity | 403 | $142,701 | 3,987 | 0.00 | 0.00 | 29 | 0.73 | 03-31-2024 |
POINT72 ASSET MANAGEMENT LP | COM | 404 | $109,836 | 3,981 | 0.00 | 0.00 | 2,914 | 273.10 | 09-30-2023 |