Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | COM | 851 | $16,592 | 990 | 0.00 | 0.00 | -305 | -23.55 | 03-31-2024 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 852 | $15,788 | 942 | 0.00 | 0.00 | -578 | -38.03 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 853 | $15,721 | 938 | 0.00 | 0.00 | 41 | 4.57 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 138 | 17.51 | 03-31-2024 |