Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YHB INVESTMENT ADVISORS INC | Stock | 1201 | $12,058 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
LENOX WEALTH ADVISORS LLC | Class A Shares | 1202 | $16,000 | 38 | 0.00 | 0.00 | 5 | 15.15 | 03-31-2022 |
GENEOS WEALTH MANAGEMENT INC | CL A | 1203 | $11,455 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | CL A | 1204 | $11,455 | 38 | 0.00 | 0.00 | 14 | 58.33 | 03-31-2024 |