Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 501 | $3,027 | 135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 502 | $2,054 | 130 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
IFP ADVISORS INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | 116 | 966.67 | 12-31-2023 |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 504 | $2,847 | 127 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |