Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 224 | 33.14 | 12-31-2023 |
HARBOUR INVESTMENTS INC | COM | 502 | $45,531 | 900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALLWORTH FINANCIAL LP | COM | 503 | $35,245 | 859 | 0.00 | 0.00 | 66 | 8.32 | 06-30-2023 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 850 | +Inf | 03-31-2024 |