Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGSVIEW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 11,009 | +Inf | 03-31-2022 | |
GREAT LAKES ADVISORS LLC | COM | 752 | $863,594 | 11,004 | 0.00 | 0.00 | 5,867 | 114.21 | 03-31-2024 |
SMITH MOORE & CO | COM | 753 | $815,419 | 10,988 | 0.00 | 0.00 | -1,078 | -8.93 | 12-31-2023 |
ADVISORNET FINANCIAL INC | Stock | 754 | $862,024 | 10,984 | 0.00 | 0.00 | -378 | -3.33 | 03-31-2024 |