Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 551 | $10,193 | 484 | 0.00 | 484 | +Inf | 09-30-2022 | |
BBVA USA | COM | 552 | $11,000 | 365 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
VENTURI WEALTH MANAGEMENT LLC | COM | 553 | $12,451 | 362 | 0.00 | 0.00 | 286 | 376.32 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 356 | 7120.00 | 12-31-2023 |