Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | 1501 | $2,299 | 19 | 0.00 | 0.00 | 4 | 26.67 | 03-31-2024 |
AVION WEALTH | COM | 1502 | $3,000 | 19 | 0.00 | 0.00 | 14 | 280.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 1503 | $2,178 | 18 | 0.00 | 0.00 | 2 | 12.50 | 03-31-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 1504 | $2,057 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |