Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AJ WEALTH STRATEGIES LLC | COM | 3501 | $659,695 | 6,151 | 0.00 | 0.03 | 621 | 11.23 | 06-30-2023 |
CENTERPOINT ADVISORS LLC | COM | 3502 | $714,000 | 6,144 | 0.27 | 0.29 | -1,154 | -15.81 | 03-31-2024 |
WILLIAMS FINANCIAL LLC | COM | 3503 | $713,485 | 6,138 | 0.00 | 0.00 | 48 | 0.79 | 03-31-2024 |
UNIONVIEW LLC | COM | 3504 | $712,900 | 6,133 | 0.00 | 0.00 | -495 | -7.47 | 03-31-2024 |