Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TCI WEALTH ADVISORS INC | COM | 2751 | $245,848 | 4,242 | 0.00 | 0.00 | 47 | 1.12 | 03-31-2024 |
WEALTHTRUST AXIOM LLC | COM | 2752 | $245,576 | 4,237 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -791 | -15.74 | 12-31-2023 |
FERMATA ADVISORS LLC | COM | 2754 | $245,113 | 4,229 | 0.00 | 0.00 | -447 | -9.56 | 03-31-2024 |