Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 301 | $1,133 | 114 | 0.00 | 114 | +Inf | 03-31-2024 | |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 302 | $1,102 | 114 | 0.00 | 114 | +Inf | 12-31-2023 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 303 | $1,000 | 104 | 0.00 | 104 | +Inf | 09-30-2022 | |
FRAZIER FINANCIAL ADVISORS LLC | COM | 304 | $1,014 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |