Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTOVER CAPITAL ADVISORS LLC | COM | 451 | $232,419 | 1,257 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 452 | $125,000 | 1,252 | 0.01 | 0.01 | 49 | 4.07 | 06-30-2021 |
PRUDENT MAN ADVISORS LLC | COM | 453 | $220,771 | 1,194 | 0.00 | 0.00 | -81 | -6.35 | 03-31-2024 |
DAKOTA WEALTH MANAGEMENT | COM | 454 | $220,217 | 1,191 | 0.00 | 0.00 | -86 | -6.73 | 03-31-2024 |