Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $5,053 | 44 | 0.00 | 0.00 | 44 | +Inf | 03-31-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 1102 | $4,000 | 43 | 0.00 | 0.00 | 35 | 437.50 | 03-31-2023 |
BELL INVESTMENT ADVISORS INC | COM | 1103 | $4,823 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1104 | $4,823 | 42 | 0.00 | 0.00 | 7 | 20.00 | 03-31-2024 |