Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 651 | $2,266,006 | 18,649 | 0.00 | 0.00 | -546 | -2.84 | 12-31-2023 |
PINNACLE ASSOCIATES LTD | COM | 652 | $2,409,781 | 18,630 | 0.00 | 0.00 | -1,228 | -6.18 | 03-31-2024 |
BOSS RETIREMENT ADVISORS LLC | COM | 653 | $2,220,518 | 18,374 | 0.00 | 0.00 | -2,040 | -9.99 | 12-31-2023 |
B RILEY WEALTH ADVISORS INC | COM | 654 | $2,241,367 | 18,369 | 0.00 | 0.00 | 572 | 3.21 | 03-31-2024 |