Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $4,976 | 25 | 0.00 | 0.00 | 25 | +Inf | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 1152 | $4,976 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RALEIGH CAPITAL MANAGEMENT INC | COM | 1153 | $4,776 | 24 | 0.00 | 0.00 | 23 | 2300.00 | 03-31-2024 |
FLAHARTY ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 24 | +Inf | 12-31-2023 |