Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 601 | $3,685 | 22 | 0.00 | 0.00 | 1 | 4.76 | 03-31-2024 |
MOISAND FITZGERALD TAMAYO LLC | COM | 602 | $3,685 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 603 | $3,298 | 22 | 0.00 | 0.00 | 8 | 57.14 | 06-30-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 604 | $3,349 | 20 | 0.00 | 0.00 | -13 | -39.39 | 03-31-2024 |