Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 217 | +Inf | 12-31-2023 | |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 802 | $7,375 | 215 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 803 | $7,306 | 213 | 0.00 | 213 | +Inf | 03-31-2024 | |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 804 | $7,100 | 207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |