Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROBBINS FARLEY | COM | 4701 | $211,557 | 1,820 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STRATEGIC ADVOCATES LLC | Stock | 4702 | $211,220 | 1,817 | 0.00 | 0.00 | -742 | -29.00 | 03-31-2024 |
DRAKE & ASSOCIATES LLC | COM | Liquidated | $211,092 | 1,816 | 0.00 | 0.00 | 1,816 | +Inf | 03-31-2024 |
SOUNDMARK WEALTH MANAGEMENT LLC | COM | 4704 | $210,892 | 1,814 | 0.00 | 1,814 | +Inf | 03-31-2024 |