Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1301 | $347,507 | 11,909 | 0.00 | 0.00 | 1,050 | 9.67 | 03-31-2024 |
HARA CAPITAL LLC | COM | 1302 | $346,483 | 11,874 | 0.00 | 0.00 | -251 | -2.07 | 03-31-2024 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1303 | $344,266 | 11,798 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTH ADVISORS OF TAMPA BAY LLC | COM | 1304 | $321,598 | 11,750 | 0.00 | 11,750 | +Inf | 09-30-2023 |