Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AARON WEALTH ADVISORS LLC | COM | 2551 | $228,687 | 2,156 | 0.00 | 0.00 | -1,296 | -37.54 | 03-31-2024 |
EVANSON ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,040 | -32.55 | 12-31-2023 |
HIGH NET WORTH ADVISORY GROUP LLC | COM | 2553 | $235,475 | 2,154 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GYL FINANCIAL SYNERGIES LLC | COM | 2554 | $228,415 | 2,153 | 0.00 | 0.00 | -13,774 | -86.48 | 03-31-2024 |