Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | COM | 2701 | $123,939 | 532 | 0.00 | 0.07 | 46 | 9.47 | 12-31-2023 |
LARSON FINANCIAL GROUP LLC | COM | 2702 | $122,361 | 525 | 0.00 | 0.00 | 159 | 43.44 | 12-31-2023 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 2703 | $130,294 | 522 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM | 2704 | $130,365 | 522 | 0.00 | 0.00 | 49 | 10.36 | 03-31-2024 |