Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVOKE WEALTH LLC | COM | 2601 | $387,274 | 1,309 | 0.00 | 0.00 | 201 | 18.14 | 12-31-2023 |
REILLY FINANCIAL ADVISORS LLC | COM | 2602 | $270,000 | 1,304 | 0.02 | 0.02 | -20 | -1.51 | 12-31-2021 |
MRA ADVISORY GROUP | COM | 2603 | $384,796 | 1,301 | 0.00 | 0.00 | 1 | 0.08 | 12-31-2023 |
BRAUN-BOSTICH & ASSOCIATES INC | COM | 2604 | $476,725 | 1,301 | 0.00 | 1,301 | +Inf | 03-31-2024 |