Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | Stock | 2501 | $143,986 | 1,620 | 0.00 | 0.00 | -15 | -0.92 | 09-30-2023 |
TYLER-STONE WEALTH MANAGEMENT | COM | 2502 | $163,894 | 1,616 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LWM ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,590 | +Inf | 12-31-2023 | |
ACCORDANT ADVISORY GROUP INC | COM | 2504 | $159,939 | 1,577 | 0.00 | 1,577 | +Inf | 03-31-2024 |