Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOTCO | Com | 1801 | $371,314 | 1,720 | 0.00 | 0.00 | -95 | -5.23 | 12-31-2023 |
WEST COAST FINANCIAL LLC | COM | 1802 | $339,657 | 1,719 | 0.00 | 0.00 | 270 | 18.63 | 03-31-2024 |
OPTAS LLC | COM | 1803 | $282,413 | 1,717 | 0.00 | 0.00 | -36 | -2.05 | 09-30-2023 |
BSW WEALTH PARTNERS | COM | 1804 | $339,254 | 1,717 | 0.00 | 0.00 | -9 | -0.52 | 03-31-2024 |