Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 501 | $95,163 | 29,554 | 0.00 | 0.00 | -17,430 | -37.10 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 502 | $248,573 | 29,141 | 0.00 | 29,141 | +Inf | 09-30-2022 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 503 | $247,000 | 28,957 | 0.04 | 28,957 | +Inf | 09-30-2022 | |
KESSLER INVESTMENT GROUP LLC | COM | 504 | $92,662 | 28,777 | 0.00 | 28,777 | +Inf | 03-31-2024 |