Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM | 3451 | $88,377 | 1,630 | 0.00 | 0.00 | -9 | -0.55 | 03-31-2024 |
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 3452 | $87,681 | 1,616 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 3453 | $93,000 | 1,608 | 0.03 | 0.11 | -3,971 | -71.18 | 09-30-2023 |
COPPELL ADVISORY SOLUTIONS LLC | BMY | 3454 | $82,489 | 1,608 | 0.00 | 1,608 | +Inf | 12-31-2023 |