Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH ADVISORS | COM | 651 | $31,876 | 325 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 652 | $20,000 | 322 | 0.00 | 322 | +Inf | 06-30-2021 | |
CAPITAL ADVISORS LTD LLC | COM | 653 | $31,000 | 311 | 0.00 | 0.00 | 1 | 0.32 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 654 | $30,000 | 305 | 0.00 | 0.00 | 1 | 0.33 | 03-31-2024 |