Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEAUMONT FINANCIAL ADVISORS LLC | COM | 1001 | $247,799 | 3,541 | 0.00 | 0.00 | -164 | -4.43 | 12-31-2023 |
LEBENTHAL GLOBAL ADVISORS LLC | COM | 1002 | $247,589 | 3,538 | 0.00 | 3,538 | +Inf | 12-31-2023 | |
GELLER ADVISORS LLC | COM | 1003 | $210,651 | 3,505 | 0.00 | 3,505 | +Inf | 09-30-2023 | |
ROBINSON SMITH WEALTH ADVISORS LLC | COM | 1004 | $280,735 | 3,500 | 0.00 | 3,500 | +Inf | 03-31-2024 |