Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIAUD FINANCIAL PLANNING INC | COM | 4951 | $167,000 | 1,054 | 0.09 | 1,054 | +Inf | 03-31-2024 | |
JSAFRA ASSET MANAGEMENT CORP | COM | 4952 | $165,625 | 1,047 | 0.00 | 0.00 | 286 | 37.58 | 03-31-2024 |
LOWE WEALTH ADVISORS LLC | COM | 4953 | $158,481 | 1,022 | 0.00 | 0.00 | -112 | -9.88 | 03-31-2023 |
VISIONPOINT ADVISORY GROUP LLC | COM | 4954 | $161,512 | 1,021 | 0.00 | 0.00 | -641 | -38.57 | 03-31-2024 |