Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -115 | -14.20 | 03-31-2024 |
CLARUS WEALTH ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 695 | +Inf | 03-31-2024 | |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 3403 | $197,318 | 694 | 0.00 | 694 | +Inf | 03-31-2024 | |
BCS WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.07 | 693 | +Inf | 03-31-2024 |