Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOEY INVESTMENTS INC | CL A | 1601 | $3,003 | 46 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 1602 | $3,225 | 44 | 0.00 | 0.00 | -375 | -89.50 | 03-31-2024 |
FRAZIER FINANCIAL ADVISORS LLC | CL A | 1603 | $3,225 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DUNHILL FINANCIAL LLC | CL A | 1604 | $2,982 | 41 | 0.00 | 0.00 | 7 | 20.59 | 03-31-2024 |