Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACIFIC SUN FINANCIAL CORP | COM | 1851 | $215,839 | 490 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ALPHA FAMILY TRUST | CMN | 1852 | $223,342 | 490 | 0.00 | 490 | +Inf | 06-30-2023 | |
BELL & BROWN WEALTH ADVISORS LLC | COM | 1853 | $233,463 | 487 | 0.00 | 0.00 | -15 | -2.99 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | COMMON STOCK | 1854 | $232,629 | 486 | 0.00 | 486 | +Inf | 03-31-2024 |