Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 851 | $2,995 | 69 | 0.00 | 0.00 | -2,400 | -97.21 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 852 | $2,951 | 68 | 0.00 | 68 | +Inf | 03-31-2024 | |
LINDBROOK CAPITAL LLC | Stock | 853 | $2,561 | 59 | 0.00 | 0.00 | 21 | 55.26 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 854 | $1,450 | 54 | 0.00 | 54 | +Inf | 06-30-2023 |