Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHEMISTRY WEALTH MANAGEMENT LLC | COM | 3101 | $756,337 | 5,732 | 0.00 | 0.00 | -477 | -7.68 | 03-31-2024 |
BARON SILVER STEVENS FINANCIAL ADVISORS LLC | COM | 3102 | $753,698 | 5,712 | 0.00 | 0.00 | -6 | -0.10 | 03-31-2024 |
KINGFISHER CAPITAL LLC | Equities | 3103 | $588,000 | 5,711 | 0.16 | 0.17 | 3 | 0.05 | 09-30-2023 |
TEMPUS WEALTH PLANNING LLC | COM | 3104 | $752,775 | 5,705 | 0.00 | 0.00 | -3,667 | -39.13 | 03-31-2024 |