Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 701 | $119,238 | 3,507 | 0.00 | 0.00 | -779 | -18.18 | 12-31-2023 |
LARSON FINANCIAL GROUP LLC | COM | 702 | $115,090 | 3,385 | 0.00 | 0.00 | 101 | 3.08 | 12-31-2023 |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ROSENBERG MATTHEW HAMILTON | Stock | 704 | $89,040 | 3,064 | 0.00 | 0.00 | -76 | -2.42 | 09-30-2023 |