Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MY LEGACY ADVISORS LLC | COM | 4301 | $358,078 | 2,222 | 0.00 | 0.00 | 67 | 3.11 | 12-31-2023 |
QUARRY HILL ADVISORS LLC | COM | 4302 | $351,182 | 2,220 | 0.00 | 0.00 | -103 | -4.43 | 03-31-2024 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | COM | 4303 | $350,157 | 2,214 | 0.00 | 0.00 | -1,670 | -43.00 | 03-31-2024 |
AAF WEALTH MANAGEMENT LLC | COM | 4304 | $344,720 | 2,213 | 0.00 | 0.00 | -926 | -29.50 | 09-30-2023 |