Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SENDERO WEALTH MANAGEMENT LLC | COM | 3101 | $334,004 | 252 | 0.00 | 0.00 | 46 | 22.33 | 03-31-2024 |
PARKER FINANCIAL LLC | COM | 3102 | $280,179 | 251 | 0.00 | 0.00 | 4 | 1.62 | 12-31-2023 |
GOLDSTEIN ADVISORS LLC | COM | 3103 | $280,179 | 251 | 0.00 | 251 | +Inf | 12-31-2023 | |
MONTZ HARCUS WEALTH MANAGEMENT LLC | COM | 3104 | $279,986 | 251 | 0.00 | 0.00 | -89 | -26.18 | 12-31-2023 |