Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRINITYPOINT WEALTH LLC | COM | 2951 | $851,004 | 5,807 | 0.00 | 0.00 | -205 | -3.41 | 12-31-2023 |
FI3 FINANCIAL ADVISORS LLC | COM | 2952 | $850,860 | 5,806 | 0.00 | 0.00 | -329 | -5.36 | 12-31-2023 |
CHEMISTRY WEALTH MANAGEMENT LLC | COM | 2953 | $939,752 | 5,792 | 0.00 | 0.00 | 20 | 0.35 | 03-31-2024 |
KWMG LLC | COM | 2954 | $939,428 | 5,790 | 0.00 | 0.00 | -42 | -0.72 | 03-31-2024 |