Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 701 | $263,173 | 613 | 0.00 | 0.00 | -141 | -18.70 | 03-31-2024 |
DYNAMIC ADVISOR SOLUTIONS LLC | COM | 702 | $260,597 | 607 | 0.00 | 0.00 | 23 | 3.94 | 03-31-2024 |
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LAKERIDGE WEALTH MANAGEMENT LLC | COM | 704 | $257,592 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |