Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BLUFFS WEALTH MANAGEMENT LLC | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,829 | -16.53 | 12-31-2023 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | SH BEN INT | 52 | $358,000 | 25,877 | 0.02 | 0.02 | 197 | 0.77 | 09-30-2021 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | SH BEN INT | 53 | $259,000 | 25,282 | 0.00 | 0.00 | -1,132 | -4.29 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | SH BEN INT | 54 | $234,687 | 22,896 | 0.00 | 0.00 | 5,261 | 29.83 | 03-31-2024 |