Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GIBSON WEALTH ADVISORS LLC | COM | 2201 | $36,000 | 825 | 0.04 | 0.00 | 821 | 20525.00 | 09-30-2022 |
SARGENT BICKHAM LAGUDIS LLC | COM | 2202 | $41,572 | 825 | 0.00 | 0.00 | -83 | -9.14 | 12-31-2022 |
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -695 | -45.78 | 03-31-2024 |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 821 | +Inf | 12-31-2023 |