Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 901 | $5,193 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 902 | $5,193 | 92 | 0.00 | 0.00 | -314 | -77.34 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 903 | $5,137 | 91 | 0.00 | 91 | +Inf | 03-31-2024 | |
HHM WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |