Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES & ASSOCIATES | COM | 251 | $180,228 | 72,967 | 0.00 | 0.00 | -22,362 | -23.46 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | 252 | $178,606 | 72,310 | 0.00 | 72,310 | +Inf | 03-31-2024 | |
GARDE CAPITAL INC | Equities | 253 | $160,000 | 69,355 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
CREATIVEONE WEALTH LLC | COM | 254 | $165,000 | 66,925 | 0.01 | 66,925 | +Inf | 03-31-2024 |