Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOODMAN ADVISORY GROUP LLC | Common Stock | 4601 | $63,449 | 435 | 0.00 | 0.00 | -26 | -5.64 | 09-30-2023 |
EVERGREEN PRIVATE WEALTH LLC | COM | 4602 | $63,452 | 433 | 0.00 | 433 | +Inf | 12-31-2023 | |
WEALTHCOLLAB LLC | COM | 4603 | $62,574 | 427 | 0.00 | 427 | +Inf | 12-31-2023 | |
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 4604 | $62,186 | 424 | 0.00 | 424 | +Inf | 12-31-2023 |