Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL FINANCIAL PRIVATE CLIENT LLC | REIT | 1551 | $11,365 | 241 | 0.00 | 241 | +Inf | 03-31-2020 | |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1552 | $34,481 | 239 | 0.00 | 239 | +Inf | 12-31-2023 | |
TYLER-STONE WEALTH MANAGEMENT | COM | 1553 | $37,245 | 238 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOK FINANCIAL PRIVATE WEALTH INC | COM | 1554 | $33,521 | 235 | 0.00 | 235 | +Inf | 12-31-2023 |