Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEFT BRAIN WEALTH MANAGEMENT LLC | COM | 1501 | $223,481 | 1,149 | 0.00 | 0.00 | -7 | -0.61 | 03-31-2024 |
KCM INVESTMENT ADVISORS LLC | COM | 1502 | $223,479 | 1,149 | 0.00 | 0.00 | -11,889 | -91.19 | 03-31-2024 |
GRANITE HARBOR ADVISORS INC | COM | 1503 | $223,286 | 1,148 | 0.00 | 1,148 | +Inf | 03-31-2024 | |
CFM WEALTH PARTNERS LLC | COM | 1504 | $223,286 | 1,148 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |