Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM SBI | 151 | $186,100 | 14,539 | 0.00 | 14,539 | +Inf | 12-31-2023 | |
IHT WEALTH MANAGEMENT LLC | COM SBI | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,762 | -11.00 | 03-31-2024 |
IMPRINT WEALTH LLC | COM SBI | 153 | $201,937 | 14,171 | 0.00 | 14,171 | +Inf | 03-31-2024 | |
SAFEGUARD FINANCIAL LLC | COM SBI | 154 | $180,326 | 14,088 | 0.00 | 14,088 | +Inf | 12-31-2023 |