Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | UNIT | 1901 | $3,857 | 380 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
ZIONS BANCORPORATION NA | Com | 1902 | $6,013 | 368 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 125 | 52.08 | 12-31-2023 |
CRESCENT CAPITAL CONSULTING LLC | Common Stock | 1904 | $7,000 | 354 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |