Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | CAP STK CL A | 5601 | $284,000 | 162 | 0.13 | 162 | +Inf | 03-31-2021 | |
CYPRESS CAPITAL MANAGEMENT LLC (WY) | CPA STK CL A | 5602 | $21,652 | 155 | 0.00 | 0.00 | 15 | 10.71 | 12-31-2023 |
CORDASCO FINANCIAL NETWORK | CAP STK CL A | 5603 | $431,000 | 155 | 0.28 | 0.29 | -3 | -1.90 | 03-31-2022 |
PAYPAY SECURITIES CORP | CAP STK CL A | 5604 | $20,152 | 154 | 0.00 | 0.00 | 25 | 19.38 | 09-30-2023 |