Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | Equity | 951 | $15,294 | 2,796 | 0.00 | 2,796 | +Inf | 12-31-2023 | |
CLEARSTEAD ADVISORS LLC | COM | 952 | $8,776 | 2,795 | 0.00 | 0.00 | 2,389 | 588.42 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 953 | $10,825 | 2,790 | 0.00 | 2,790 | +Inf | 03-31-2024 | |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 954 | $17,000 | 2,760 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |