Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AJ WEALTH STRATEGIES LLC | COM | 401 | $288,118 | 8,048 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2023 |
KING WEALTH MANAGEMENT GROUP | COM | Liquidated | $0 | 0 | 0.04 | 0.05 | 0 | 0.00 | 03-31-2024 |
CREATIVE PLANNING | COM | Liquidated | $0 | 0 | 0.00 | 7,980 | +Inf | 12-31-2023 | |
FIRST FOUNDATION ADVISORS | COM | 404 | $233,356 | 7,873 | 0.00 | 7,873 | +Inf | 09-30-2023 |