Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALIGN WEALTH MANAGEMENT LLC | COM | 2451 | $25,318 | 125 | 0.00 | 125 | +Inf | 12-31-2022 | |
BROWN SHIPLEY& CO LTD | COM | 2452 | $37,433 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PALADIN ADVISORY GROUP LLC | COM | 2453 | $37,433 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEST BRANCH CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |