Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRAZIER FINANCIAL ADVISORS LLC | COM | 2501 | $5,620 | 17 | 0.00 | 0.00 | 4 | 30.77 | 06-30-2024 |
BBJS FINANCIAL ADVISORS LLC | COM | 2502 | $4,771 | 17 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
LUMATURE WEALTH PARTNERS LLC | COM | 2503 | $4,770 | 17 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 2504 | $4,578 | 16 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |