Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1501 | $285,668 | 1,651 | 0.00 | 0.00 | -2,032 | -55.17 | 03-31-2024 |
ALLEN WEALTH MANAGEMENT LLC | COM | 1502 | $285,640 | 1,651 | 0.00 | 0.00 | 19 | 1.16 | 03-31-2024 |
GRADIENT INVESTMENTS LLC | COM | 1503 | $284,463 | 1,644 | 0.00 | 0.00 | -2,420 | -59.55 | 03-31-2024 |
PERSONAL CFO SOLUTIONS LLC | COM | 1504 | $229,956 | 1,642 | 0.00 | 0.00 | -160 | -8.88 | 12-31-2023 |