Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARCUM WEALTH LLC | COM | 1351 | $210,312 | 368 | 0.00 | 0.00 | -74 | -16.74 | 03-31-2024 |
AARON WEALTH ADVISORS LLC | COM | 1352 | $209,169 | 366 | 0.00 | 366 | +Inf | 03-31-2024 | |
MOSS ADAMS WEALTH ADVISORS LLC | COM | 1353 | $208,598 | 365 | 0.00 | 365 | +Inf | 03-31-2024 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 1354 | $111,000 | 364 | 0.02 | 364 | +Inf | 09-30-2022 |