Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACKSON GRANT INVESTMENT ADVISERS INC | CL A | 751 | $24,924 | 453 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ORION CAPITAL MANAGEMENT LLC | CL A | 752 | $24,869 | 452 | 0.00 | 452 | +Inf | 03-31-2024 | |
HERITAGE WEALTH ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REGISTER FINANCIAL ADVISORS LLC | CL A | 754 | $22,778 | 414 | 0.00 | 414 | +Inf | 03-31-2024 |