Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 551 | $5,288 | 358 | 0.00 | 358 | +Inf | 03-31-2024 | |
KEY FINANCIAL INC | COM | 552 | $4,994 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 553 | $4,879 | 350 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 554 | $5,170 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |