Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | SHS USD | 451 | $5,537 | 202 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINANCIAL CONNECTIONS GROUP INC | SHS USD | 452 | $5,000 | 200 | 0.01 | 200 | +Inf | 03-31-2024 | |
FRAZIER FINANCIAL ADVISORS LLC | SHS USD | Liquidated | $0 | 0 | 0.00 | 164 | +Inf | 03-31-2024 | |
LRI INVESTMENTS LLC | Stock | 454 | $3,123 | 156 | 0.00 | 156 | +Inf | 03-31-2024 |