Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERCER GLOBAL ADVISORS INC /ADV | COM | 401 | $38,000 | 15,819 | 0.00 | 15,819 | +Inf | 03-31-2024 | |
RIDGEWOOD INVESTMENTS LLC | COM | 402 | $68,976 | 15,676 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AVIDIAN WEALTH SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,260 | 9.00 | 03-31-2024 |
626 FINANCIAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,201 | -17.52 | 03-31-2024 |