Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | 1401 | $8,175 | 237 | 0.00 | 0.00 | -29 | -10.90 | 12-31-2023 |
COPPELL ADVISORY SOLUTIONS LLC | FITB | 1402 | $7,933 | 230 | 0.00 | 230 | +Inf | 12-31-2023 | |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 230 | +Inf | 03-31-2024 | |
YHB INVESTMENT ADVISORS INC | Stock | 1404 | $8,447 | 227 | 0.00 | 227 | +Inf | 03-31-2024 |