Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 03-31-2024 | |
COPPELL ADVISORY SOLUTIONS LLC | WAL | 752 | $3,842 | 58 | 0.00 | 58 | +Inf | 12-31-2023 | |
IFP ADVISORS INC | cs | 753 | $3,417 | 52 | 0.00 | 0.00 | 2 | 4.00 | 12-31-2023 |
WASHINGTON TRUST ADVISORS INC | COM | 754 | $3,338 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |