Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | COM | 2101 | $421,809 | 3,703 | 0.00 | 0.00 | -135 | -3.52 | 06-30-2023 |
LJI WEALTH MANAGEMENT LLC | COM | 2102 | $544,680 | 3,695 | 0.00 | 0.00 | 17 | 0.46 | 12-31-2023 |
HM PAYSON & CO | COM | 2103 | $379,818 | 3,694 | 0.00 | 0.00 | -71 | -1.89 | 09-30-2023 |
ANGELES WEALTH MANAGEMENT LLC | COM | 2104 | $378,789 | 3,684 | 0.00 | 0.00 | -45 | -1.21 | 09-30-2023 |