Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ANALYSTS LLC | COM | 1401 | $114,000 | 44 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -2.27 | 03-31-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 1403 | $129,218 | 41 | 0.00 | 0.00 | -1 | -2.38 | 03-31-2024 |
ALTA ADVISERS LTD | COM | 1404 | $126,066 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |