Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -3.45 | 03-31-2024 |
KIELY WEALTH ADVISORY GROUP INC | COM | 1252 | $8,919 | 27 | 0.00 | 27 | +Inf | 03-31-2024 | |
GENEOS WEALTH MANAGEMENT INC | COM | 1253 | $9,026 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUE WEALTH DESIGN LLC | COM | 1254 | $8,679 | 25 | 0.00 | 0.00 | 24 | 2400.00 | 03-31-2024 |