Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERITY PARTNERS LLC | Equity | 451 | $834,117 | 1,870 | 0.00 | 1,870 | +Inf | 12-31-2023 | |
Y-INTERCEPT (HONG KONG) LTD | COM | 452 | $798,535 | 1,860 | 0.00 | 1,860 | +Inf | 03-31-2024 | |
ALLIANCE WEALTH ADVISORS LLC /UT | COM | 453 | $747,293 | 1,829 | 0.00 | 0.00 | 119 | 6.96 | 09-30-2023 |
PHYSICIAN WEALTH ADVISORS INC | COM | 454 | $726,769 | 1,812 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |