Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
XML FINANCIAL LLC | COM | 2851 | $250,862 | 473 | 0.00 | 0.00 | -4 | -0.84 | 12-31-2023 |
QUANTUM FINANCIAL ADVISORS LLC | COM | 2852 | $274,196 | 472 | 0.00 | 0.00 | -10 | -2.07 | 03-31-2024 |
LIFEWORKS ADVISORS LLC | COM | 2853 | $250,533 | 472 | 0.00 | 0.00 | 9 | 1.94 | 12-31-2023 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 2854 | $273,819 | 471 | 0.00 | 0.00 | -130 | -21.63 | 03-31-2024 |