Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT ADVISORY GROUP LLC | COM | 2151 | $425,758 | 24,191 | 0.00 | 0.00 | 65 | 0.27 | 03-31-2024 |
ICON WEALTH ADVISORS LLC | Stock | 2152 | $404,773 | 24,122 | 0.00 | 24,122 | +Inf | 12-31-2023 | |
PURE FINANCIAL ADVISORS LLC | COM | 2153 | $423,502 | 24,063 | 0.00 | 0.00 | 9,062 | 60.41 | 03-31-2024 |
RAKUTEN SECURITIES INC | COM | 2154 | $422,506 | 24,006 | 0.00 | 24,006 | +Inf | 03-31-2024 |