Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRAZIER FINANCIAL ADVISORS LLC | COM | 1151 | $8,027 | 246 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 1152 | $7,997 | 245 | 0.00 | 245 | +Inf | 12-31-2023 | |
JFS WEALTH ADVISORS LLC | COM | 1153 | $7,962 | 244 | 0.00 | 0.00 | -3 | -1.21 | 03-31-2024 |
PINGORA PARTNERS LLC | COM | 1154 | $7,831 | 240 | 0.00 | 240 | +Inf | 03-31-2024 |