Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GEOWEALTH MANAGEMENT LLC | COM | 1401 | $253,000 | 1,039 | 0.02 | 1,039 | +Inf | 12-31-2023 | |
BRIGHTON JONES LLC | COM | 1402 | $252,854 | 1,039 | 0.00 | 0.00 | -4 | -0.38 | 12-31-2023 |
TRIAGEN WEALTH MANAGEMENT LLC | COM | 1403 | $269,535 | 1,035 | 0.00 | 0.00 | 35 | 3.50 | 03-31-2024 |
EAGLE WEALTH STRATEGIES LLC | COM | 1404 | $267,742 | 1,032 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |