Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,172 | -8.15 | 12-31-2023 |
NILSINE PARTNERS LLC | COM | 2952 | $380,150 | 13,204 | 0.00 | 0.00 | -566 | -4.11 | 12-31-2023 |
ORBA WEALTH ADVISORS LLC | COM | 2953 | $366,384 | 13,203 | 0.00 | 13,203 | +Inf | 03-31-2024 | |
WESTERN FINANCIAL CORP/CA | COM | 2954 | $366,361 | 13,202 | 0.00 | 0.00 | -523 | -3.81 | 03-31-2024 |