Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRAZIER FINANCIAL ADVISORS LLC | COM | 1351 | $7,785 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 1352 | $7,580 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM | 1353 | $7,581 | 37 | 0.00 | 0.00 | 18 | 94.74 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1354 | $6,000 | 35 | 0.00 | 0.00 | -14 | -28.57 | 03-31-2022 |