Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TCI WEALTH ADVISORS INC | COM | 2701 | $929,050 | 5,893 | 0.00 | 0.00 | -985 | -14.32 | 12-31-2023 |
FORTHRIGHT WEALTH MANAGEMENT LLC | COM | 2702 | $354,242 | 5,887 | 0.00 | 0.00 | 3,925 | 200.05 | 03-31-2024 |
GRACE CAPITAL | COM | 2703 | $849,000 | 5,870 | 0.50 | 0.51 | -43 | -0.73 | 12-31-2021 |
STRAIT & SOUND WEALTH MANAGEMENT LLC | COM | 2704 | $944,880 | 5,866 | 0.00 | 0.00 | -44 | -0.74 | 12-31-2023 |