Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MRA ADVISORY GROUP | COM | 3201 | $243,668 | 926 | 0.00 | 926 | +Inf | 12-31-2023 | |
FORZA WEALTH MANAGEMENT LLC | COM | 3202 | $278,592 | 925 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARON SILVER STEVENS FINANCIAL ADVISORS LLC | COM | 3203 | $278,290 | 924 | 0.00 | 0.00 | 152 | 19.69 | 03-31-2024 |
MCDONALD PARTNERS LLC | COM | 3204 | $278,290 | 924 | 0.00 | 0.00 | -35 | -3.65 | 03-31-2024 |