Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZRC WEALTH MANAGEMENT LLC | COM | 2551 | $115,128 | 138 | 0.00 | 0.00 | 115 | 500.00 | 03-31-2024 |
PCA INVESTMENT ADVISORY SERVICES INC | COM | 2552 | $94,951 | 137 | 0.00 | 137 | +Inf | 06-30-2023 | |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 2553 | $94,377 | 137 | 0.00 | 137 | +Inf | 06-30-2023 | |
JANICZEK WEALTH MANAGEMENT LLC | COM | 2554 | $107,548 | 129 | 0.00 | 0.00 | -6 | -4.44 | 03-31-2024 |