Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 601 | $5,000 | 170 | 0.00 | 0.00 | 99 | 139.44 | 03-31-2023 |
NISA INVESTMENT ADVISORS LLC | XXX | 602 | $5,605 | 165 | 0.00 | 0.00 | -775 | -82.45 | 12-31-2023 |
JFS WEALTH ADVISORS LLC | COM | 603 | $5,297 | 154 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Equities | 604 | $5,129 | 151 | 0.00 | 0.00 | 9 | 6.34 | 12-31-2023 |