Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE FINANCIAL BANK & TRUST | COM | 1751 | $363,501 | 3,083 | 0.00 | 0.00 | 67 | 2.22 | 03-31-2024 |
BORDEAUX WEALTH ADVISORS LLC | COM | 1752 | $362,512 | 3,075 | 0.00 | 0.00 | -70 | -2.23 | 03-31-2024 |
MASSO TORRENCE WEALTH MANAGEMENT INC | COM | 1753 | $360,743 | 3,060 | 0.00 | 0.00 | -500 | -14.04 | 03-31-2024 |
SFG WEALTH MANAGEMENT LLC | COM | 1754 | $360,626 | 3,059 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |