Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | 451 | $5,644 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM | 452 | $5,578 | 84 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 453 | $4,339 | 79 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 454 | $2,000 | 76 | 0.00 | 76 | +Inf | 09-30-2018 |