Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GIBSON WEALTH ADVISORS LLC | COM | 1401 | $281,000 | 3,248 | 0.32 | 0.33 | 0 | 0.00 | 09-30-2022 |
TYCHE WEALTH PARTNERS LLC | COM | 1402 | $279,567 | 3,247 | 0.00 | 0.00 | -1,953 | -37.56 | 03-31-2024 |
COMERICA SECURITIESINC | COM | 1403 | $243,677 | 3,240 | 0.00 | 0.00 | -2,710 | -45.55 | 09-30-2023 |
TRUE PRIVATE WEALTH ADVISORS | COM | 1404 | $278,103 | 3,230 | 0.00 | 0.00 | -12 | -0.37 | 03-31-2024 |