Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHYSICIAN WEALTH ADVISORS INC | COM | 3651 | $212,153 | 3,654 | 0.00 | 0.00 | -143 | -3.77 | 03-31-2024 |
EPIC TRUST INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -141 | -3.72 | 03-31-2024 |
FINANCIAL PLANNING & INFORMATION SERVICES INC | COM | 3653 | $223,368 | 3,651 | 0.00 | 0.00 | -64 | -1.72 | 03-31-2024 |
NOVA R WEALTH INC | COM | 3654 | $223,195 | 3,648 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |