Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 801 | $31,640 | 416 | 0.00 | 416 | +Inf | 12-31-2023 | |
SYSTM WEALTH SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 404 | +Inf | 03-31-2024 | |
OPEROSE ADVISORS LLC | COMMON | 803 | $30,284 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KINGS POINT CAPITAL MANAGEMENT | COM | 804 | $31,000 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |