Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 5801 | $636,566 | 1,693 | 0.00 | 1,693 | +Inf | 12-31-2023 | |
BROWN WEALTH MANAGEMENT LLC | COM | 5802 | $634,003 | 1,686 | 0.00 | 0.00 | -437 | -20.58 | 12-31-2023 |
BRYANT WOODS INVESTMENT ADVISORS LLC | COM | 5803 | $633,865 | 1,683 | 0.00 | 0.00 | -185 | -9.90 | 12-31-2023 |
WEST FINANCIAL ADVISORS LLC | COM | 5804 | $705,858 | 1,678 | 0.00 | 0.00 | 34 | 2.07 | 03-31-2024 |