Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITENER CAPITAL MANAGEMENT INC | COM | 901 | $837,988 | 6,391 | 0.00 | 0.00 | -311 | -4.64 | 12-31-2023 |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 902 | $950,097 | 6,381 | 0.00 | 0.00 | 129 | 2.06 | 03-31-2024 |
GRANITE BAY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | -1,056 | -14.36 | 03-31-2024 |
COHEN KLINGENSTEIN LLC | COM | 904 | $935,029 | 6,280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |