Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM HEWINS LLC | COM | 1151 | $246,062 | 973 | 0.00 | 0.00 | 46 | 4.96 | 03-31-2024 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | COM | 1152 | $245,556 | 971 | 0.00 | 0.00 | -14 | -1.42 | 03-31-2024 |
ACCRETIVE WEALTH PARTNERS LLC | COM | 1153 | $216,669 | 970 | 0.00 | 0.00 | -140 | -12.61 | 03-31-2024 |
CLARIUS GROUP LLC | COM | 1154 | $243,533 | 963 | 0.00 | 0.00 | -204 | -17.48 | 03-31-2024 |