Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCF ADVISORS LLC | CL A | 501 | $30,965 | 677 | 0.00 | 677 | +Inf | 03-31-2024 | |
CWM LLC | CL A | 502 | $30,000 | 652 | 0.00 | 0.00 | 27 | 4.32 | 03-31-2024 |
HM PAYSON & CO | CL A | 503 | $24,249 | 648 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 504 | $29,617 | 647 | 0.00 | 0.00 | 10 | 1.57 | 03-31-2024 |