Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIDIAN WEALTH ADVISORS LLC | COM | 1201 | $314,421 | 1,269 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORUM FINANCIAL MANAGEMENT LP | COM | 1202 | $312,191 | 1,260 | 0.00 | 0.00 | 32 | 2.61 | 03-31-2024 |
PERIGON WEALTH MANAGEMENT LLC | COM | 1203 | $312,129 | 1,260 | 0.00 | 0.00 | 201 | 18.98 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1204 | $311,111 | 1,256 | 0.00 | 0.00 | -112 | -8.19 | 03-31-2024 |