Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | CL C | 501 | $3,927 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 502 | $3,869 | 542 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | CL C | 503 | $3,628 | 508 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST COMMAND ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 03-31-2024 |