Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENJAMIN F EDWARDS & COMPANY INC | COM | 501 | $17,000 | 57 | 0.00 | 0.00 | 3 | 5.56 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 502 | $3,903 | 55 | 0.00 | 55 | +Inf | 12-31-2017 | |
PRIVATE TRUST CO NA | Com | 503 | $15,780 | 54 | 0.00 | 0.00 | 12 | 28.57 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 504 | $15,489 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |