Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SONORA INVESTMENT MANAGEMENT LLC | CL A | 552 | $14,000 | 165 | 0.00 | 165 | +Inf | 09-30-2021 | |
LENOX WEALTH ADVISORS LLC | COM | 553 | $10,000 | 123 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
IFP ADVISORS INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | 81 | 540.00 | 12-31-2023 |