Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLOSE ASSET MANAGEMENT LTD | COM | 501 | $23,000 | 275 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 502 | $22,004 | 261 | 0.00 | 0.00 | 193 | 283.82 | 12-31-2023 |
MCMILLION CAPITAL MANAGEMENT INC | Stock | 503 | $20,424 | 235 | 0.00 | 235 | +Inf | 06-30-2023 | |
MCF ADVISORS LLC | COM | 504 | $22,051 | 226 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |