Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUE PRIVATE WEALTH ADVISORS | COM | 1551 | $799,101 | 1,229 | 0.00 | 0.00 | 40 | 3.36 | 03-31-2024 |
CERRO PACIFIC WEALTH ADVISORS LLC | COM | 1552 | $545,250 | 1,223 | 0.00 | 0.46 | -34 | -2.70 | 03-31-2023 |
AVITAS WEALTH MANAGEMENT LLC | COM | 1553 | $787,800 | 1,212 | 0.00 | 0.00 | -4 | -0.33 | 03-31-2024 |
WEALTH ARCHITECTS LLC | COM | 1554 | $756,286 | 1,210 | 0.00 | 0.00 | 33 | 2.80 | 12-31-2023 |