Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCHFORD CAPITAL STRATEGIES LLC | COM | 1901 | $226,425 | 915 | 0.00 | 915 | +Inf | 03-31-2024 | |
AVIDIAN WEALTH SOLUTIONS LLC | COM | 1902 | $226,049 | 914 | 0.00 | 0.00 | -213 | -18.90 | 03-31-2024 |
FINANCIAL SECURITY ADVISOR INC | Common Stock | 1903 | $226,325 | 911 | 0.00 | 911 | +Inf | 03-31-2024 | |
HARBOUR CAPITAL ADVISORS LLC | COM | 1904 | $219,328 | 910 | 0.00 | 0.00 | -400 | -30.53 | 03-31-2024 |