Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 501 | $254,638 | 1,530 | 0.00 | 0.00 | 16 | 1.06 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM | 502 | $250,000 | 1,486 | 0.00 | 0.00 | -124 | -7.70 | 03-31-2024 |
MERCER GLOBAL ADVISORS INC /ADV | COM | 503 | $239,000 | 1,410 | 0.00 | 1,410 | +Inf | 03-31-2024 | |
BALBOA WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,817 | -56.34 | 03-31-2024 |