Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 451 | $19,846 | 996 | 0.00 | 996 | +Inf | 09-30-2022 | |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 453 | $14,265 | 891 | 0.00 | 0.00 | -145 | -14.00 | 03-31-2024 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 454 | $15,811 | 884 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |