Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | CL C | 451 | $8,061 | 1,129 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | CL C | 452 | $6,711 | 1,126 | 0.00 | 1,126 | +Inf | 09-30-2022 | |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 1,100 | +Inf | 03-31-2024 | |
YHB INVESTMENT ADVISORS INC | Stock | 454 | $7,854 | 1,100 | 0.00 | 1,100 | +Inf | 03-31-2024 |