Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | ORD SHS | 451 | $1,877 | 57 | 0.00 | 0.00 | 10 | 21.28 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | ORD SHS | 452 | $1,646 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | ORD SHS | 453 | $1,581 | 48 | 0.00 | 48 | +Inf | 03-31-2024 | |
NEWEDGE ADVISORS LLC | Common Stock | 454 | $1,515 | 46 | 0.00 | 0.00 | -28 | -37.84 | 03-31-2024 |