Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVAII WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -0.47 | 03-31-2024 |
JACKSON GRANT INVESTMENT ADVISERS INC | COM | 2402 | $263,227 | 1,054 | 0.00 | 0.00 | 5 | 0.48 | 03-31-2024 |
W ADVISORS LLC | COM | 2403 | $262,726 | 1,052 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGACY TRUST | COM | 2404 | $262,477 | 1,051 | 0.00 | 0.00 | 22 | 2.14 | 03-31-2024 |