Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | 2301 | $13,734 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 2302 | $13,475 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 12-31-2023 |