Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | COM | 2201 | $265,502 | 2,341 | 0.00 | 0.00 | -259 | -9.96 | 03-31-2024 |
MISSION WEALTH MANAGEMENT LP | COM | 2202 | $265,346 | 2,339 | 0.00 | 0.00 | -1,190 | -33.72 | 03-31-2024 |
FOCUSED WEALTH MANAGEMENT INC | COM | 2203 | $265,186 | 2,338 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUADVICE LLC | COM | 2204 | $201,805 | 2,333 | 0.00 | 0.00 | -940 | -28.72 | 09-30-2023 |