Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFB ADVISORS LLC | COM | 3401 | $455,534 | 4,425 | 0.00 | 0.00 | -707 | -13.78 | 09-30-2023 |
GOULD ASSET MANAGEMENT LLC /CA/ | COM | 3402 | $583,615 | 4,423 | 0.00 | 0.00 | 2,350 | 113.36 | 03-31-2024 |
SENDERO WEALTH MANAGEMENT LLC | COM | 3403 | $583,483 | 4,422 | 0.00 | 0.00 | 533 | 13.71 | 03-31-2024 |
BALBOA WEALTH PARTNERS | COM | 3404 | $583,248 | 4,420 | 0.00 | 0.00 | 636 | 16.81 | 03-31-2024 |