Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPASS WEALTH MANAGEMENT LLC | COM NEW | 651 | $57,228 | 395 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PENSERRA CAPITAL MANAGEMENT LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 378 | +Inf | 03-31-2024 | |
AMERICAN PORTFOLIOS ADVISORS | COM NEW | 653 | $42,969 | 359 | 0.00 | 359 | +Inf | 09-30-2022 | |
SYSTM WEALTH SOLUTIONS LLC | COM NEW | 654 | $44,624 | 308 | 0.00 | 0.00 | 49 | 18.92 | 03-31-2024 |