Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRAIT & SOUND WEALTH MANAGEMENT LLC | COM | 1801 | $444,591 | 1,347 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SAGE MOUNTAIN ADVISORS LLC | COM | 1802 | $382,439 | 1,346 | 0.00 | 0.00 | 62 | 4.83 | 03-31-2024 |
1900 WEALTH MANAGEMENT LLC | COM | 1803 | $381,871 | 1,344 | 0.00 | 0.00 | -330 | -19.71 | 03-31-2024 |
GOLDSTEIN ADVISORS LLC | COM | 1804 | $395,434 | 1,341 | 0.00 | 0.00 | -6 | -0.45 | 12-31-2023 |