Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROBBINS FARLEY | COM | 901 | $5,903 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HHM WEALTH ADVISORS LLC | COM | 902 | $4,913 | 41 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SUREVEST LLC | COM | 903 | $3,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
VALLEY NATIONAL ADVISERS INC | COM | 904 | $5,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |