Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | COM | 4851 | $47,840 | 460 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
QUEST CAPITAL MANAGEMENT INC /ADV | CAP STK CL C | 4852 | $1,328,000 | 459 | 0.23 | 0.23 | 19 | 4.32 | 12-31-2021 |
FRIEDENTHAL FINANCIAL | CAP STK CL C | 4853 | $66,995 | 440 | 0.00 | 0.00 | -440 | -50.00 | 03-31-2024 |
HOOVER FINANCIAL ADVISORS INC | CAP STK CL C | 4854 | $1,093,000 | 436 | 0.19 | 0.18 | 12 | 2.83 | 06-30-2021 |