Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUE WEALTH DESIGN LLC | COM | 3701 | $22,179 | 131 | 0.00 | 0.00 | 115 | 718.75 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 3702 | $18,710 | 129 | 0.00 | 129 | +Inf | 12-31-2023 | |
NEWTON ONE INVESTMENTS LLC | COM | 3703 | $21,687 | 128 | 0.00 | 0.00 | 2 | 1.59 | 03-31-2024 |
MARQUETTE ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -20 | -13.51 | 03-31-2024 |