Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 851 | $6,440 | 2,000 | 0.00 | 0.00 | -184,803 | -98.93 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,935 | +Inf | 12-31-2023 | |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 853 | $6,023 | 1,870 | 0.00 | 1,870 | +Inf | 03-31-2024 | |
ESTABROOK CAPITAL MANAGEMENT | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |