Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 701 | $79,296 | 792 | 0.00 | 0.00 | 16 | 2.06 | 03-31-2024 |
BENJAMIN EDWARDS INC | COM | 702 | $71,000 | 711 | 0.01 | 0.02 | -22 | -3.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | Liquidated | $71,085 | 710 | 0.00 | 0.00 | 710 | +Inf | 03-31-2024 |
BLUE TRUST INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 643 | 1286.00 | 03-31-2024 |