Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL NETWORK WEALTH ADVISORS LLC | COM | 4201 | $82,516 | 417 | 0.00 | 417 | +Inf | 06-30-2024 | |
QUEST CAPITAL MANAGEMENT INC /ADV | COM | 4202 | $441,000 | 417 | 0.08 | 0.06 | 14 | 3.47 | 12-31-2021 |
CYRUS J LAWRENCE LLC | US EQUITIES | 4203 | $82,000 | 415 | 0.02 | 415 | +Inf | 06-30-2024 | |
LOVELESS WEALTH MANAGEMENT LLC | COM | 4204 | $277,000 | 412 | 0.18 | 0.17 | 7 | 1.73 | 06-30-2022 |