Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUVESTMENTS CAPITAL LLC | COM | 451 | $4,147 | 199 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PARALLEL ADVISORS LLC | Stock | 452 | $3,587 | 194 | 0.00 | 0.00 | 32 | 19.75 | 03-31-2024 |
LOWE WEALTH ADVISORS LLC | COM | 453 | $3,388 | 180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
ANFIELD CAPITAL MANAGEMENT LLC | COM | 454 | $3,273 | 177 | 0.00 | 177 | +Inf | 03-31-2024 |