Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 19 | +Inf | 12-31-2023 | |
PARKSIDE FINANCIAL BANK & TRUST | COM | 802 | $2,644 | 18 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 803 | $2,496 | 17 | 0.00 | 17 | +Inf | 03-31-2024 | |
JFS WEALTH ADVISORS LLC | COM | 804 | $2,497 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |