Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1301 | $328,670 | 2,106 | 0.00 | 0.00 | 1,888 | 866.06 | 03-31-2024 |
COURT PLACE ADVISORS LLC | COM | 1302 | $324,449 | 2,079 | 0.00 | 0.00 | -160 | -7.15 | 03-31-2024 |
MARCUM WEALTH LLC | COM | 1303 | $324,137 | 2,077 | 0.00 | 2,077 | +Inf | 03-31-2024 | |
WESTERN WEALTH MANAGEMENT LLC | COM | 1304 | $281,145 | 2,068 | 0.00 | 0.00 | -3,451 | -62.53 | 12-31-2023 |