Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CETERA TRUST COMPANY NA | COM | 702 | $6,732 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BELL INVESTMENT ADVISORS INC | COM | 704 | $6,208 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |