Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN WEALTH MANAGEMENT LLC | COM | 1301 | $220,349 | 809 | 0.00 | 809 | +Inf | 12-31-2023 | |
ALTA ADVISERS LTD | COM | 1302 | $249,024 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOURTHOUGHT FINANCIAL PARTNERS LLC | Stock | 1303 | $217,351 | 798 | 0.00 | 798 | +Inf | 12-31-2023 | |
SIMON QUICK ADVISORS LLC | COM | 1304 | $247,468 | 795 | 0.00 | 795 | +Inf | 03-31-2024 |