Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIGGS ASSET MANAGMENT CO INC | COM | 1901 | $951,200 | 5,411 | 0.00 | 0.00 | 161 | 3.07 | 03-31-2024 |
PHYSICIAN WEALTH ADVISORS INC | COM | 1902 | $849,351 | 5,406 | 0.00 | 0.00 | 65 | 1.22 | 03-31-2024 |
TRITONPOINT WEALTH LLC | COM | 1903 | $1,253,830 | 5,402 | 0.00 | 0.00 | -2,234 | -29.26 | 03-31-2024 |
PINE RIDGE ADVISERS LLC | COM | 1904 | $1,330,610 | 5,355 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |