Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAY HARBOR WEALTH MANAGEMENT LLC | Common Stock | 5151 | $214,773 | 1,423 | 0.00 | 0.00 | -10 | -0.70 | 03-31-2024 |
RF&L WEALTH MANAGEMENT LLC | CAP STK CL A | 5152 | $214,773 | 1,423 | 0.00 | 1,423 | +Inf | 03-31-2024 | |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | CAP STK CL A | 5153 | $186,083 | 1,422 | 0.00 | 0.00 | 111 | 8.47 | 09-30-2023 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 5154 | $4,202,000 | 1,420 | 0.22 | 0.24 | -217 | -13.26 | 12-31-2021 |