Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MGO PRIVATE WEALTH LLC | COM | 4451 | $424,636 | 2,120 | 0.00 | 0.00 | -65 | -2.97 | 03-31-2024 |
WATERFORD ADVISORS LLC | COM | 4452 | $307,007 | 2,117 | 0.00 | 0.13 | 325 | 18.14 | 09-30-2023 |
NALLS SHERBAKOFF GROUP LLC | COM | 4453 | $358,571 | 2,108 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RIVERVIEW CAPITAL ADVISERS LLC | COM | 4454 | $358,061 | 2,105 | 0.00 | 0.00 | 451 | 27.27 | 12-31-2023 |