Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORDWAND ADVISORS LLC | COM | 5201 | $87,932 | 439 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIVELSBERGER FINANCIAL ADVISORY | COM | 5202 | $73,757 | 434 | 0.00 | 434 | +Inf | 12-31-2023 | |
MILLER WEALTH ADVISORS LLC | COM | 5203 | $86,129 | 430 | 0.00 | 0.00 | -15 | -3.37 | 03-31-2024 |
BAY HARBOR WEALTH MANAGEMENT LLC | Common Stock | 5204 | $85,596 | 427 | 0.00 | 0.00 | -3 | -0.70 | 03-31-2024 |