Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACHIRA INVESTMENTS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 50 | 6.27 | 03-31-2024 |
WEALTHONE LLC | COM | 3702 | $222,918 | 846 | 0.00 | 0.00 | -107 | -11.23 | 09-30-2023 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 3703 | $238,530 | 846 | 0.00 | 0.00 | 244 | 40.53 | 03-31-2024 |
M3 ADVISORY GROUP LLC | COM | 3704 | $238,152 | 845 | 0.00 | 0.00 | -109 | -11.43 | 03-31-2024 |