Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR CREEK FINANCIAL MANAGEMENT LLC | COM | 3151 | $7,879,073 | 45,945 | 0.00 | 0.00 | -179 | -0.39 | 03-31-2024 |
ALTERITY FINANCIAL GROUP LLC | COM | 3152 | $8,844,279 | 45,937 | 0.01 | 0.01 | -1,010 | -2.15 | 12-31-2023 |
SYNTEGRA PRIVATE WEALTH GROUP LLC | COM | 3153 | $8,832,408 | 45,875 | 0.00 | 0.00 | -279 | -0.60 | 12-31-2023 |
MY LEGACY ADVISORS LLC | COM | 3154 | $8,507,329 | 45,839 | 0.00 | 0.00 | -877 | -1.88 | 12-31-2023 |