Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERRIMAN WEALTH MANAGEMENT LLC | COM | 3301 | $305,505 | 4,957 | 0.00 | 0.00 | 86 | 1.77 | 03-31-2024 |
KFG WEALTH MANAGEMENT LLC | COM | 3302 | $303,096 | 4,954 | 0.00 | 0.00 | 387 | 8.47 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | KO | 3303 | $291,713 | 4,950 | 0.00 | 4,950 | +Inf | 12-31-2023 | |
PINNACLE PRIVATE WEALTH LLC | COM | 3304 | $311,000 | 4,937 | 0.12 | 0.09 | 345 | 7.51 | 06-30-2022 |