Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 1051 | $6,468 | 44 | 0.00 | 0.00 | -16 | -26.67 | 03-31-2024 |
SALOMON & LUDWIN LLC | COM | 1052 | $6,027 | 41 | 0.00 | 41 | +Inf | 03-31-2024 | |
BDO WEALTH ADVISORS LLC | COM | 1053 | $5,954 | 40 | 0.00 | 0.00 | 15 | 60.00 | 06-30-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | REIT | 1054 | $6,253 | 39 | 0.00 | 39 | +Inf | 12-31-2023 |