Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZIONS BANCORPORATION NA | Com | 1801 | $31,408 | 407 | 0.00 | 0.00 | 11 | 2.78 | 03-31-2024 |
PIN OAK INVESTMENT ADVISORS INC | COM | 1802 | $31,000 | 400 | 0.03 | 0.02 | 0 | 0.00 | 12-31-2023 |
ROSENBERG MATTHEW HAMILTON | Stock | 1803 | $21,773 | 399 | 0.00 | 0.00 | 77 | 23.91 | 09-30-2023 |
SOA WEALTH ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |