Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NARUS FINANCIAL PARTNERS LLC | COM | 3651 | $1,061,991 | 5,302 | 0.00 | 0.00 | 20 | 0.38 | 03-31-2024 |
OMNIA FAMILY WEALTH LLC | COM | 3652 | $1,061,991 | 5,302 | 0.00 | 0.00 | 429 | 8.80 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 3653 | $1,060,776 | 5,296 | 0.00 | 0.00 | -303 | -5.41 | 03-31-2024 |
DRAKE & ASSOCIATES LLC | COM | 3654 | $900,318 | 5,293 | 0.00 | 0.00 | -207 | -3.76 | 12-31-2023 |