Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCF ADVISORS LLC | COM | 951 | $44,506 | 374 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 952 | $44,368 | 373 | 0.00 | 0.00 | 41 | 12.35 | 03-31-2024 |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 0.54 | 03-31-2024 |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |