Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BROOKSTONE CAPITAL MANAGEMENT | COM | 601 | $867,283 | 6,239 | 0.00 | 0.00 | -182 | -2.83 | 03-31-2024 |
HB WEALTH MANAGEMENT LLC | COM | 602 | $849,463 | 6,110 | 0.00 | 0.00 | 203 | 3.44 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | COM | 603 | $807,071 | 6,060 | 0.00 | 0.00 | 214 | 3.66 | 03-31-2024 |
WEALTHSOURCE PARTNERS LLC | COM | 604 | $391,800 | 6,000 | 0.00 | 6,000 | +Inf | 03-31-2023 |