Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 751 | $270,997 | 823 | 0.00 | 0.00 | 5 | 0.61 | 12-31-2023 |
CONSOLIDATED PLANNING CORP | COM | 752 | $244,329 | 812 | 0.00 | 812 | +Inf | 03-31-2024 | |
ALPHA PARADIGM PARTNERS LLC | COM | 753 | $165,000 | 805 | 0.00 | 805 | +Inf | 12-31-2022 | |
FOCUSED WEALTH MANAGEMENT INC | COM | 754 | $241,605 | 803 | 0.00 | 0.00 | 800 | 26666.67 | 03-31-2024 |