Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 501 | $6,000 | 257 | 0.00 | 0.00 | 165 | 179.35 | 03-31-2023 |
JFS WEALTH ADVISORS LLC | COM | 502 | $7,641 | 237 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 503 | $7,158 | 222 | 0.00 | 0.00 | 75 | 51.02 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 504 | $6,964 | 216 | 0.00 | 0.00 | 88 | 68.75 | 03-31-2024 |