Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -15.38 | 03-31-2024 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 22 | +Inf | 06-30-2024 | |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1653 | $5,480 | 21 | 0.00 | 21 | +Inf | 06-30-2024 | |
VALUED WEALTH ADVISORS LLC | COM | 1654 | $5,251 | 21 | 0.00 | 21 | +Inf | 03-31-2024 |