Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR INVESTMENT RESEARCH LLC | COM | 1401 | $77,820 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ZIONS BANCORPORATION NA | Com | 1402 | $67,820 | 249 | 0.00 | 0.00 | -1 | -0.40 | 12-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1403 | $74,086 | 238 | 0.00 | 0.00 | 107 | 81.68 | 03-31-2024 |
ZRC WEALTH MANAGEMENT LLC | COM | 1404 | $73,774 | 237 | 0.00 | 237 | +Inf | 03-31-2024 |