Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROVIN CAPITAL /UT/ /ADV | COM | Liquidated | $0 | 0 | 0.21 | 0.17 | 274 | 20.45 | 03-31-2024 |
PROFICIO CAPITAL PARTNERS LLC | COM | 2602 | $457,975 | 1,611 | 0.00 | 0.00 | 153 | 10.49 | 03-31-2024 |
PRATT COLLARD ADVISORY PARTNERS LLC | COM | 2603 | $393,000 | 1,610 | 0.26 | 0.18 | 580 | 56.31 | 06-30-2021 |
TRITONPOINT WEALTH LLC | COM | 2604 | $435,399 | 1,608 | 0.00 | 0.00 | 63 | 4.08 | 03-31-2024 |