Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 602 | $3,188 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOKF NA | COM | 603 | $2,841 | 28 | 0.00 | 0.00 | -60 | -68.18 | 12-31-2023 |
SYSTM WEALTH SOLUTIONS LLC | COM | 604 | $2,749 | 25 | 0.00 | 0.00 | -222 | -89.88 | 03-31-2024 |