Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZIONS BANCORPORATION NA | Com | 1551 | $84,589 | 938 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1552 | $84,228 | 934 | 0.00 | 0.00 | 861 | 1179.45 | 12-31-2023 |
VISIONPOINT ADVISORY GROUP LLC | COM | 1553 | $83,056 | 921 | 0.00 | 921 | +Inf | 12-31-2023 | |
PRIVATE OCEAN LLC | COM | 1554 | $81,816 | 912 | 0.00 | 0.00 | -53 | -5.49 | 03-31-2024 |