Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOUNDERS FINANCIAL SECURITIES LLC | COM | 2051 | $1,284,210 | 4,555 | 0.00 | 0.00 | 1,119 | 32.57 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 2052 | $1,282,461 | 4,549 | 0.00 | 0.00 | -80 | -1.73 | 03-31-2024 |
BLUE FIN CAPITAL INC | COM | 2053 | $1,344,969 | 4,536 | 0.00 | 0.00 | 743 | 19.59 | 12-31-2023 |
TAYLOR HOFFMAN WEALTH MANAGEMENT | COM | 2054 | $1,343,190 | 4,530 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |